September – December
September 15 – Virtual Seminar
Topic: “Creative Bequests and the Unalterable Will: Soliciting and Drafting Bequests”
Speaker: William D. Samers, Vice President of Planned Giving and Endowments, UJA Federation of New York.
Date: Wednesday, September 15th
Time: 12:00 – 1:30 p.m.
Cost: free to members and guests; bring a lunch; cookies and drinks provided
Location: Rockhurst; Conway Hall, Room 103
The largest overall philanthropic gifts—and certainly the most significant part of almost any planned giving program—are bequests. Often these bequests can be tailored for your campaign or to fund special projects. This session will cover:
Application of creative bequest strategies, including virtual and mortgage endowments
Alternatives for soliciting a bequest when uncomfortable making direct ask
Essentials of proper gift agreements to protect donor and charity
September 17 - Breakfast Meeting
Topic: Upgrading Your Bequest Program
Speaker: Bill Bergosh, President, John Knox Village Foundation
Date: Friday, September 17, 2010
Time: 7:30 – 9:00 a.m.
Cost: free to members and guests
Location: Rockhurst; Conway Hall, Room 103
The most basic planned giving program includes bequests. Maybe you’ve been doing that for a few years – you’ve seen results – but now you are ready for the next step. What can be expected from your efforts? Our speaker will share his ideas and how you can take those next steps. Even the most experienced advisor may glean some new ideas.
October 1 – Brown Bag Discussion
NEW format – members only
The new format continues with facilitation by Bill Moran, a senior planned giving professional with The Moran Company. You come with your ideas and/or challenges and Bill will offer guidance and ideas. Your membership is the cost of this quality mentoring. Future date: December 3
October 15 – 15th Annual Building Blocks
Date: Friday, October 15th
Time: 7:30 a.m. – 12:30 p.m.
Location: Avila University
Stay tuned for more details.
November 17 – Virtual Seminar
Topic: “The Power of the Pyramid: How to Effectively Integrate Planned, Major and Annual Giving”
Speaker: Phil Purcell, VP for Planned Giving and Endowment Stewardship at Ball State University Foundation
Date: Wednesday, November 17
Time: 12 – 1:30 p.m.
Cost: free to members and guests
Location: Rockhurst; Conway Hall, Room 103
As change goes from "planned giving" to "philanthropic planning," staff and executive management envision and create gifts that don't necessarily fall into traditional categories. This session will review of the key steps to effectively integrating planned/major/annual giving, including:
- Specific strategies for comprehensive campaign planning and gift counting
- Preparing coordinated annual fund appeals, blended proposals, charitable pledge agreements, and endowment documents
- Ideas and examples for integrating donor stewardship and recognition activities
- Advice for staff, management and the board of directors for integration of gifts and donor prospecting techniques
November 19 – Breakfast Meeting
Topic: “Making the “Ask”
Date: Friday, November 19th
Time: 7:30 – 9 a.m.
Cost: free to members and guests
Location: Rockhurst; Conway Hall, Room 103
You know your charity. You have your stories ready. You feel the mission, vision, and passion for your organization, as an employee, as a board member, or as a willing volunteer. It’s time to close the “sale” and make the “ask.” If you feel like the air has been sucked out of your lungs, join us for some tips on overcoming that last, most important step.
December 3 – Brown Bag Discussion
NEW format – members only
The year’s final session will again be facilitated by Bill Moran, a senior planned giving professional with The Moran Company. You come with your ideas and/or challenges and Bill will offer guidance and ideas. Your membership is the cost of this quality mentoring.
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