2022 Practical Planned Giving Conference

the Path Ahead

Grow your donor revenue by mastering strategies for successful major & planned gifts programs.

Grow your donor revenue by mastering strategies for successful major & planned gifts programs.

Mastering the Fundamentals

  • Planned Giving Made Easy

Speakers: Angela Burgess, Andrew Grumet

In this session, we break down the complexity of planned giving to help non-profits: 1) understand what a planned gift really is and why they should care about establishing (or growing) a planned giving program; 2) learn the basics of how and to whom they should market a planned giving program; 3) gain knowledge around the systems and policies/procedures needed to manage a planned giving program of any size (including working with finance/CFO); and 4) establish realistic timelines for building a planned giving program that generates meaningful revenue to the organization based on the gift at hand.

  • Planned Giving Is Only A Tool: Let's Focus on Purpose - Endowment Building

Speaker: Deborah Kaplan Polivy

Professionals in planned giving focus, for the most part, on the mechanisms for making a contribution as opposed to the purpose of the gift - endowment building. This session will address the difference between planned giving and endowment building and the role of board and staff to encourage the latter and not get "hung up" on the language of the former which can often be frightening and intimidating to those who are not specialists in the field. The session will also identify endowment prospects and methods to secure their gifts especially in this time of a major wealth transfer.

  • Getting Your Board Engaged in Planned Giving: Simplifying the Complexities

Speaker: Stephanie Cory

Your board wants your organization to have a planned giving program, but do they understand what that entails? CRUTs. CRATs, CGAs. Planned giving features a lot of acronyms and options, but it doesn't have to be complicated and intimidating. Learn how to introduce your board to the most common types of planned gifts as well as the benefits and challenges of each. Gain tips for energizing your board around making their own planned gifts as well as speaking authentically to prospective donors about planned giving.

  • When Everyone Needs to be THE Winner: Adding a Personal Touch to Stewarding Your Legacy Donors

Speaker: June Penrod

Do you feel like you've been there and done that when it comes to making donors feel special and providing them a unique experience through your recognition society? Learn creative ways to steward your legacy donors while making the approach feel personalized and unique for each individual, no matter the size of the group. You'll be surprised to discover that it doesn't take a large budget but just a bit of organization and time management.