Center For NonProfit Success

Planned giving

Over the next decade, trillions of dollars will be donated to nonprofit organizations through planned gifts. These are most often unrestricted bequests of many thousands of dollars and they can make or break fundraising campaigns. You need to make sure you understand the motivations and challenges for donors and their advisors, know how to set realistic goals, and plan how you will attract and close these gifts.

Topics we will cover include:

Planned giving vehicles and how they work
Special stewardship plans for top-level donors
Customizing a planned giving program for your organization
Keeping your donors involved and committed after the gift has been made

After the program, you'll have a better understanding of (i) planned giving principles and practices, and (ii) how to implement a successful planned giving program. This session is designed for intermediate to advanced fundraisers.

Speakers for this session:

David Crawford

Director, Consulting Services

The Planned Giving Company, LLC

Dave Crawford is the Director of The Planned Giving Company’s consulting services group. Dave assists non-profit organizations directly and through PGCO’s network of seasoned planned giving professionals to solicit and close planned gifts. He has served clients in education, healthcare, the arts, human services, and conservation. Dave has been instrumental in developing PGCO’s network of planned giving specialists who specialize in cultivating planned gifts using telemarketing techniques. Dave joined PGCO full-time in 2007 after serving as a PGCO Senior Consultant as well as Director of Planned Giving for George School. Dave is a Certified Financial Planner™ and previously worked in financial services before making the transition to fundraising. He earned an MBA from New York University and a BS from The Pennsylvania State University. Dave is a member of the Gift Planning Council of New Jersey, the National Committee on Planned Giving, and the Financial Planning Association.

Jared Hughes

Principal

Bellwether Consulting

Jared has over 20 years experience as a fundraiser, and has raised over $6.3 million during that time. He recently completed a project as Director of Legacy Planning for Phi Beta Kappa, implementing the 232 year-old organization’s first legacy planning program. He began his professional fundraising career at The Nature Conservancy as a Gift Planning Assistant. In 2004, Jared was honored with The Presidential Volunteer Service Award representing more than 4,500 volunteer hours. Jared is an active member of the National Committee on Planned Giving, the National Capital Gift Planning Council and The Association of Fundraising Professionals. He holds a BA from American University and a professional certificate from the National Institute of Planned Giving at the College of William and Mary.

Gayle Union

Consultant

Gayle Union is an independent fundraising consultant, with over 25 years of development experience – including 15 years spent in creating and managing planned giving programs. She launched a regional planned giving program for the American Cancer Society and a national program for the Smithsonian’s National Air and Space Museum. During her tenure, she developed and expanded lead-generation/marketing materials, increased the size, scope and staff of these programs, and raised over $16 million in planned gifts. Gayle has been a Certified Fundraising Executive since 1985. She is a member of the National Committee on Planned Giving, current board member and immediate past president of the National Capital Gift Planning Council, and former board member of the Association of Fundraising Professionals, DC chapter. She holds a B.A. from the University of Wisconsin and an M.A. from George Washington University.

Bruce Wenger

Vice President of Client Services & Senior Consultant

IDC

Bruce was born in Minneapolis, Minnesota and graduated with a degree in Government from Lawrence University in Appleton, Wisconsin. His 20 years of fundraising experience, much of which has been as a Vice President of Client Services with IDC, includes successful donor acquisition programs for Cambridge and Oxford Universities in the United Kingdom as well as consulting to hundreds of fund raising efforts across the United States and Canada. He makes his home in Henderson, NV and serves IDC clients with needs in planned giving, annual giving and campaign counsel. Bruce has been a frequent speaker for CASE, AHP and NAIS.

Location/Directions

The Summit will be taking place at Catholic University which is 3 miles north of downtown DC, and close to all forms of public transportation. The full address is:
Catholic University of America (CUA)
Edward J. Pryzbyla Center, Room 322
620 Michigan Ave NE
Washington, DC 20064

Public Transportation
CUA is located on the Metro Red Line at the Brookland/CUA stop. Exit left out of the turnstile and the CUA campus is at the top of the Metro escalator. You will cross John McCormack Rd. Continue up the sidewalk between Gowan and Pangborn Halls. Turn south at the Crough Center. The Pryzbyla Center is directly behind the Crough Center.

Directions by car

From the West, I-66:
I-66 from Virginia empties onto Constitution Avenue. Continue east on Constitution Avenue and turn left on 6th Street, NW. Turn right on E Street, NW. Turn left on North Capitol Street. Drive approximately 2 miles and turn right on Michigan Avenue, NE. You will soon see the dome of the Shrine on your left marking a university entrance at 4th Street, NE.

From the South, I-95:
When I-95 intersects the Capital Beltway in Springfield, Virginia, follow I-395 North. After crossing the Potomac River, take the "Route 1 North" exit. The road becomes 14th Street, NW. Turn right on Constitution Avenue. Turn left on 6th Street, NW. Turn right on E Street, NW. Turn left on North Capitol Street. Drive approximately 2 miles and turn right on Michigan Avenue, NE. You will soon see the dome of the Shrine on your left marking a university entrance at 4th Street, NE.

From the East, Route 50:
Take Route 50 West (becomes New York Avenue) and exit on South Dakota Avenue. After approximately 1.3 miles, turn left onto Monroe Street. Follow Monroe Street until it merges with Michigan Avenue. You will see the dome of the Shrine on your right marking a university entrance at 4th Street, NE.

From the Northwest, I-70 to I-270:
From Frederick, Maryland, take Exit 53, I-270 South to Washington. I-270 divides. Take the 495 East, Silver Spring/College Park exit (two left lanes). You will eventually feed onto the beltway, I-495. Continue on I-495 and take Exit 22 B, the Baltimore/Washington Parkway. Continue traveling south on the Parkway and exit at Route 50 West. Take the South Dakota Avenue exit. After approximately 1.3 miles, turn left onto Monroe Street. At Michigan Avenue, Monroe Street ends. Bear left and you will see the dome of the Shrine on your right marking a university entrance at 4th Street, NE.

From the North, I-95 to I-495:
Follow I-95/I-495 South to Exit 22B, the Baltimore/Washington Parkway. Continue traveling south on the Parkway and exit at Route 50 West. Take the South Dakota Avenue exit. After approximately 1.3 miles, turn left onto Monroe Street. Monroe Street ends at Michigan Avenue, NE. Bear left and you will see the dome of the Shrine on your right marking a university entrance at 4th Street, NE.

Parking at Catholic University
Parking for the Pryzbyla Center is available in the nearby McMahon Parking lot. Passes for this parking lot can be purchased in the Pryzbyla Center at $7/day/vehicle.

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Tuesday, May 13, 2008

Wednesday, May 14, 2008