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Long-Distance Relationships: What to Do When You Can’t TravelVirtual (Zoom)
Planned giving is a relationship business, and that doesn’t stop when a donor commits to a bequest intention. With an average of twenty years between the time a donor makes a revocable bequest commitment and the time the gift matures, there is a lot of opportunity for a donor to fall OUT of love with your charity if the relationship isn’t managed properly.
How to Use Social Media to Inform, Inspire, and Connect with DonorsVirtual (Zoom)
Brooke McMillan will be speaking on Social Media in Planned Giving.
Promo Strategies – Leveraging DAFsVirtual (Zoom)
The use of Donor Advised Funds (DAFs) as a means for individuals to make philanthropic gifts continues to rise. Between 2017 and 2018 there was a 55% increase in the number of DAF accounts. And DAFs accounted for 12.7% of overall philanthropy in 2018 compared with just 4.4% in 2010.
Tax Law Changes and the Impact on your Organization and Your DonorsUnnamed Venue Austin, TX, United States
Frank will present a current state of our economy and tax laws. Frank will also advise on important information that development professionals need to know to help their donors make charitable gift decisions that will maximize benefits to the donor and to your charitable organization.
Stewarding Planned Gift Donors for 10, 20 or 30 Years While Waiting for the Ultimate GiftUnnamed Venue Austin, TX, United States
The donor you've worked with for years has finally documented their gift. Now what? Good stewardship serves to strengthen a donor’s relationship with your organization and is a vital part of a successful bequest program.
A Practical Look at Assessing Your Gift Planning ProgramVirtual (Zoom)
Nonprofits requesting gifts of appreciated assets grow consistently and rapidly. With the Baby Boomer generation actively passing along their wealth, organizations have an estimated 10 years to institutionalize gift planning culture to maximize the peak of the wealth transfer.
This session explores how nonprofits can strategically evaluate, grow, and shift fundraising efforts from a typical cash-only model to one which actively pursues non-cash assets. The session will provide practical advice and guidance for organizations of all sizes and for professionals with varying levels of gift planning expertise.
Donor Stories in Planned Giving Marketing – To Use or Not to UseUnnamed Venue Austin, TX, United States
The planned giving industry assumes that donor stories are an effective way to inspire other donors and to increase engagement, including response, in marketing materials. But what is it about donor stories that inspires prospective donors to make gifts? Could certain donor stories have the opposite effect and decrease engagement and response?