3 research-based methods to turbocharge your planned giving program
Speaker: Cathy Sheffield
One of the toughest things about managing a planned giving program is securing resources (or additional resources) and internal support from colleagues and managers. Cathy will utilize a combination of stories, statistics, and three research backed methods to assist in securing greater resources for your planned giving programs. This interactive presentation will engage participants in creating their own message which will turn bosses, boards, and other key stakeholders into planned giving champions!
Navigating and Accepting IRA Rollover Gifts
Speaker: Charles Schultz, Jeff Young, Frank Nico, Johni Hays
Over 90% of growth for annual funds in the next decade will be through IRA rollover gifts. Good and consistent IRA rollover marketing can produce 30% to 50% increases in IRA gifts each year! Learn how print and electronic marketing will engage and motivate your donors to make IRA rollover gifts. Then encourage an IRA bequest and promptly collect the IRA proceeds from the custodian.
Thanks A $Billion
Speaker: Glenn Pittsford
Join Glenn for a very practical and frank discussion on how to maximize planned gifts in an organization that favors current gifts. Learn how his organization reached $1 billion in planned gifts during a $4 billion capital campaign spanning nine years.
The Awesome and the Tragic—Intriguing Legacy Case Studies from Beverly Hills
Speaker: Kimberly Jetton
When millions in cash and real estate are in the will, family members can turn on the charitable beneficiaries, or try to leave them out altogether. Learn how we navigated our way through complex gifts, surprise responses and in one case, what we should have done differently. After all the work to secure the gift intention, sometimes that is just the beginning.