2022 Monthly Luncheons

Estate gifts in the form of wills, trusts, and beneficiary designations (loosely referred to as “bequests”) are the foundation of post-death charitable gifts. 70% to 80% of all realized deferred gifts are in the form of bequests. The bequest is ubiquitous no matter the size of the charity, the charitable sector, or the sophistication of the planned giving program.

For many years ‘Planned Giving’ was an afterthought to everyday fundraising. Often relegated in the mind of many to the realm of estate gifts. Today, however financial world is evolving quickly and is impacting much of what we do in the philanthropic world. Positioning the message into every fundraising communication, we will consider the collaborative ways we can ways we can educate donors and resource our team so we can accept gifts of every asset from NFT’s to trees. Learn from an award winning planned giving marketer, how integrating the message of gift planning can change everything for your non-profit shop.

Description Most often charities, their staff and Board members have no idea how to introduce gift planning into a conversation with a prospect except the occasional suggestion of including the charity in a will. This session will address that need, using scripted sentences to introduce gift planning ideas and concepts to most individuals by talking…

Topic: Online Estate Planning: How Does It Work and How Can Your Non-Profit Use It? What Does This Mean For Estate Planning Lawyers and Financial Planners? Speakers Brantley Boyett - President of GivingDocs Inspired by the opportunity to improve access to estate planning through technology, Brantley co-founded Giving Docs in 2015 after a decade as…

Description The National Association of Charitable Gift Planners has recently adopted National Standards for Gift Planning Success (NSGPS). In this session, those principles will come to life as we example ten principles that will ensure gift planning success for all gift planning programs, whether large or small. Whether you are building basic gift planning program…

Description Many networking experts will tell you that networking more is the secret to attracting and building rewarding relationships. Patti DeNucci, author of the award-winning success guide The Intentional Networker: Attracting Powerful Relationships, Referrals and Results in Business, begs to differ. She believes networking success comes from being more intentional in how you network.  Here’s your opportunity to…