Do you find yourself having conversations with prospects about planned giving that may be just outside of your comfort zone? Are you a member of a development team that wants to diversify your giving opportunities and begin to offer a legacy giving program to your donors?
Planned Gifts are an essential element to your development mix, and can provide stability and longevity to programs that serve your mission. Data shows that organizations that accept asset-based gifts grow faster than organizations that do not, yet some institutions struggle to launch an effective planned giving program that educates, invites and stewards donors.
This webinar by the Gonser Gerber Institute will cover the critical elements to a planned giving program so that you can begin to identify potential prospects, discuss planned gift opportunities through a formalized process, develop dual or triple ask strategies, draft appropriate policies to count and manage these gifts, effectively steward planned gifts, and know when to seek legal advice.
Topics we will cover include:
- Why Planned and Estate Giving is an important tool in your development mix
- Types of Planned Gifts you need to know, understand, and accept as contributions
- What you need to do to start accepting these contributions
- Soliciting, communicating, and recognizing planned giving at your Institution
- Taking your program to the next level
The fee is $295 per institution, which allows your entire team the opportunity to participate in this professional development at the same time. If you are a current client of Gonser Gerber Advancement Consulting, that fee is just $145. You will also receive a copy of the presentation and a recording of the webinar with your registration.
Who Should Attend
This webinar is intended for advancement and development staff members who are hoping to include a planned giving program in their development plans. This includes vice presidents, directors, gift officers, annual fund staff, and other team members. We also invite other members of your staff who may be interested in what planned giving could do for your organization, including chief financial officer, board members, council members and other leaders.
Senior Consultant Erin Phillips has more than 20 years of experience in a variety of advancement and executive leadership positions. Most recently, Erin served as Senior Vice President of Enterprise Development for National Community Renaissance, assessing and implementing profitable enterprises and partnerships that will help provide more affordable housing to those in need. Prior to her time at National Community Renaissance, Erin was Executive Director of the Riverside University Health System Foundation, President & CEO of Children’s Fund, Assistant Vice President for University Advancement at California Baptist University, and Alumni & Constituent Relations at University of California, Riverside.