The Planned Giving Boot Camp is finally going live and in person – all in one day for the same great price!
Our first stop: NEW YORK CITY at the Mercy College Campus near Herald Square
Date/Time: Wednesday, April 26th, from 10 am until 3:30 pm
Price: $350 per in-person attendee (sorry no group specials as space is limited) or $350 per group (up to 15 individuals) via live streaming ($300 is early bird price if registered by March 31st)
Morning Sessions (10 am – 12:15 pm):
Intro and Overview – If you are a fundraiser, you know a bit about planned giving already – we get that. In this first session, we will take a fresh look at the field, its humungous potential and do a quick overview of the basic vehicles.
Initiating the Legacy Discussion and Educating Your Prospects – How do you even initiate a conversation about legacy giving? We’ll give you an approach to broaching the topic of legacy giving and how to begin educating your prospects on the options (without feeling like a fool!).
From Static to Dynamic: Transforming Your Planned Giving Programs To Get Results – This session will focus on the steps and approaches needed to implement, launch and/or upgrade your legacy giving program. Planned giving marketing activities are often static and see very little results and/or interactions with actual prospects. We will cover various marketing and promotional ideas, and how to transform them into real and immediate results.
Afternoon Sessions (1:15 pm – 3:30 pm):
Get Planned Giving Results Now…with a Survey Campaign! – In recent years, Survey Campaigns have emerged as the most powerful way to transform your planned giving program. I have personally witnessed a client go from literally no responses to our planned giving mailings to HUNDREDS of new planned giving donors and prospects through a single survey campaign to only 25% of our potential planned giving prospect base! More and more nonprofits are hitting gold with this method – find out what this program is about and how your organization can transform its planned giving program literally overnight. We will compare results and techniques from several different nonprofits and draw practical conclusions on how we should be adjusting our marketing efforts and whether you should be launching your own survey campaign.
Get Results Now…with a Matching Gift Campaign! – In recent years, Matching Gift Campaigns have emerged as another powerful way to transform your planned giving program. The beauty of Matching Gift Campaigns is that they not only identify and qualify numerous new planned giving commitments, but they often bring in much needed cash NOW for your organization. More and more nonprofits are hitting gold with this method – find out what these program are about and how your organization can transform its planned giving program with this method. We will compare results and techniques from several different nonprofits and draw practical conclusions on how you can launch your own Planned Giving Matching Gift Campaign.
Life Income Options – What would a planned giving course be without Charitable Remainder Trusts and Gift Annuities? We will cover the most likely life income scenarios that you may encounter and what you need to know help move the process along!