TITLE : Planned giving
CITY : New York , NY
DATE : Thursday, June 04, 2009
TIME : 3:30 PM - 4:45 PM
PRICE : $ 75.00
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:

Mark Hefter
Director
American Technion Society (ATS)

In addition to his responsibility for managing the ATS National Planned Giving Department and Staff, Mark works directly with donors and their advisors on the design, solicitation, closing and implementation of all types of planned gifts. He is also responsible for designing, implementing and managing ATS`s planned giving marketing and outreach programs. Since he joined the organization, ATS has raised over $450 Million in planned and deferred gifts. Prior to joining ATS in May 1995, Mark practiced law for nearly sixteen years in his native Louisiana, New York and California. His practice focused exclusively on tax and estate planning and representation of non-profit organizations. Mark is a graduate of Louisiana State University (with honors) and New York University School of Law. He is admitted to practice in Louisiana, New York and California. Mark also holds a CPA certificate from the State of Louisiana.

 

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  • Afternoon Seminars
  • Morning Seminars

     

Breakfast -Prior to panel discussion, participants and experts become acquainted over a continental breakfast

7:00 AM - 8:00 AM

Lunch -Participants and experts registered for the next session make new contacts over lunch

12:30 PM - 1:45 PM

Networking break -Mid-afternoon refreshments are served to attendees registered for the next session

3:00 PM - 3:30 PM

Wednesday June 03, 2009Foundation Giving
Finding Foundation Funders: the art of successful research

8:00 AM - 9:15 AM

$ 75.00

 Beginner
Panel discussion and dialogue with Private Foundation Grantmakers

9:30 AM - 10:45 AM

$ 75.00

All levels
Proposal writing

11:15 AM - 12:30 PM

$ 75.00

 Beginner
Winning proposals: a tour of three successful case studies

1:45 PM - 3:00 PM

$ 75.00

 Advanced
How to build a successful relationship with grantmakers

3:30 PM - 4:45 PM

$ 75.00

 Intermediate
Wednesday June 03, 2009Corporate Giving
Finding Corporate Funders: the art of successful research

8:00 AM - 9:15 AM

$ 75.00

 Beginner
Panel discussion and dialogue with Corporate Grantmakers

9:30 AM - 10:45 AM

$ 75.00

All levels
Exploring the world of corporate sponsorship

11:15 AM - 12:30 PM

$ 75.00

 Intermediate
Cause marketing: building profitable relationships with corporate partners

1:45 PM - 3:00 PM

$ 75.00

 Intermediate
Winning Corporate partnerships: an inside view of three case studies

3:30 PM - 4:45 PM

$ 75.00

 Advanced

Breakfast -Participants registered for the first session become acquainted over a continental breakfast

7:00 AM - 8:00 AM

Networking break -Participants registered for the next session are served mid-morning refreshments

10:45 AM - 11:15 AM

Lunch -Participants and experts registered for the next session make new contacts over lunch

12:30 PM - 1:45 PM

Networking break -Mid-afternoon refreshments are served to attendees registered for the next session

3:00 PM - 3:30 PM

Thursday June 04, 2009Individual Giving
Finding Individual Funders: the art of successful research

8:00 AM - 9:15 AM

$ 75.00

 Beginner
Engaging your board in fundraising

8:00 AM - 9:15 AM

$ 75.00

 Intermediate
Online fundraising: harnessing technology to build and maintain relationships

9:00 AM - 12:30 PM

$ 145.00

 All levels
Annual giving campaigns

9:30 AM - 10:45 AM

$ 75.00

 Intermediate
Introduction to Major Gifts

9:30 AM - 10:45 AM

$ 75.00

 Beginner
Complex issues affecting major gifts solicitations

11:15 AM - 12:30 PM

$ 75.00

 Advanced
Fundraising in the one-person development shop: making the most of a shoestring budget

1:45 PM - 5:00 PM

$ 145.00

 All levels
Special events fundraising

1:45 PM - 3:00 PM

$ 75.00

 Intermediate
Capital campaigns

1:45 PM - 3:00 PM

$ 75.00

 Intermediate
Planned giving

3:30 PM - 4:45 PM

$ 75.00

 Intermediate
Direct mail fundraising

3:30 PM - 4:45 PM

$ 75.00

 Intermediate


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