PLANNED GIFTS: A WINNING STRATEGY
| Faculty | Bruce Matthews, CFRE, Vice President |
| Duration | 60 minutes (1.0 CEU) |
| Time/Date | Available on-demand |
Description
Is planned giving a robust part of your campaign, donor relations plan and ongoing communications? Planned giving is often thought of as a separate “program” when in reality it is primarily a strategy for raising major gifts. Learn how to leverage this valuable strategy for winning major gifts in your campaign and overall fundraising programs.
Target Audience
Development managers, major and planned giving specialists
Learning objectives and desired outcomes
- Learn principles of planned gifts goal setting in comprehensive campaigns
- Learn the role of revocable as well as irrevocable planned gifts in a campaign
- Learn principles of gift counting and crediting in a campaign
- Learn how to build your campaign planned giving team
Agenda
- Current and future planned gift vehicles overview – giving out of assets and not just income
- Today’s capital campaign – developing a goal that is large enough to stimulate the imagination of constituents but small enough to be feasible
- Using the campaign to encourage donors to make planned gifts – the Fund for the Future
- Counting and crediting planned gifts in a campaign – beyond the smoke and mirrors
- Using the campaign to expand your planned giving team
PURCHASE THE ARCHIVED (RECORDED) SESSION
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Full participation in Planned Gifts: a Winning Strategy is applicable for one (1) point in Category 1.B-Education of the CFRE International application for initial certification and/or recertification. "Planned Gifts" was first presented on December 11, 2007.