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TITLE
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Planned giving
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CITY
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Washington , DC
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DATE
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Wednesday, May 14, 2008
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TIME
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1:30 PM - 3:00 PM
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PRICE
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$ 55.00
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Planned giving
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 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. | |
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| DC Fundraising Summit
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A relationship approach to fundraising Nonprofit fundraising has become highly specialized, and each segment of your donor market requires a different set of relationship management skills. Whether you are reaching out to private foundations, wealthy individuals or your own members, you need to understand who they give to, and why. The DC Summit focuses on the relationship aspects of fundraising, and offers you several ways to enhance your relationship management skills:
Day One:
In the morning, listen to a panel of private, corporate and community grantmakers who will openly discuss their philosophy on grantmaking, how they operate, and most important, how you can build a more successful relationship with the grantmaking community. In the afternoon, participate in seminars led by experienced grant seekers who have successfully secured many foundation grants, and have built successful relationships with the grantmaking community.
Day Two:
Attend a series of fundraising seminars covering the hottest areas of fundraising (capital campaigns, major gifts, annual giving campaigns, and many more). Panels of experts will discuss the latest developments in these fields, and then enter into a dialogue with the participants that addresses their most pressing questions.
WHY ATTEND THE FUNDRAISING SUMMIT?
Fundraising is primarily a relationship business, and with increasing pressures facing all nonprofit professionals to build key relationships, it is becoming more important, though much more difficult to meet people face-to-face. Our innovative Summit format provides the most efficient and cost effective use of time away from the office by enabling attendees to interact with experts in the field, as well as other nonprofit leaders.
CAN ONE ATTEND SPECIFIC SESSIONS ONLY?
We understand the demands that are placed on you and on your time. That’s why you can attend only the seminars that are of interest to you. Come for the day or stop by for a couple of hours. You pay for only the seminars you wish to attend and only for the information relevant to you. It’s a novel approach to learning that allows you to get exactly what you’re looking for in a short amount of time.
WHAT IS THE FORMAT OF THE SEMINARS?
Each seminar features a panel of 3-4 experts who will give a short overview of the key developments in that field. After that , we will move into a moderated discussion to explore what these developments mean for nonprofit organizations. During the seminar, panelists will engage with the audience in an interactive manner to ensure the real-world implications of these developments emerge, and the session will end with a summary of practical next steps.
HOW IS THE SUMMIT DIFFERENT FROM OTHER EDUCATIONAL EVENTS?
The Summit offers a unique format to help you accomplish the following:
- Build relationships: to ensure maximum exposure to the experts and other nonprofit leaders, each seminar offers structured networking before the session starts
- Hear different perspectives: the experts are drawn from different sectors of the nonprofit community to ensure cross-pollination of ideas and practices
- Provide a global view: speakers give an overview of key issues so that you can eliminate any gaps in your understanding of the subject
- Drill down to the specifics: speakers will also focus on providing specific answers to real-world questions that are common to most attendees
- Obtain information you can use: the emphasis in all sessions is on avoiding theoretical discussions in favor of practical tools and techniques that nonprofit leaders can actually use
WHO IS RESPONSIBLE FOR THE SUMMIT?
The Summit is organized by the Center for Nonprofit Success, a nonprofit organization that specializes in bringing highly relevant information that nonprofit leaders need to run their organizations successfully. We developed the Fundraising Summit series as a follow-on to the Nonprofit Success Forum, a highly successful educational series on grantmaking that has been taking place around the country for the past two years. The Fundraising Summit drills down into specific areas of fundraising to give nonproft leaders cutting edge tools and techniques.
HOW DO I REGISTER FOR THE SUMMIT?
Simply click on the seminars listed below to learn more about the topics that will be covered in each seminar. Then select only those seminars that you wish to attend. |
| | Location/Directions
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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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One-on-one mentoringOur unique one-on-one mentoring sessions offer you the opportunity to sit down with an experienced fundraising professional for 30 minutes to discuss any questions that are specific to your organization. Mentoring sessions cover the same topics as the seminars, and we will assign you a mentor based on his/her availability at your requested times. Mentoring sessions are available for the cost of $ per session. If you register for a full Summit pass, mentoring sessions are included in the pass. Below is a list of mentors who will be available at the Summit. Please note that you must register to attend at least one seminar in order to sign up for a mentor. |
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