Planning an estate, planning to sell your business, planning for retirement, planning to give to your favorite charity, etc. These activities all require planning and many times can be achieved with a planned gift.
Planned gifts are techniques (aka, ways to give, giving vehicles) that typically involve a donor giving an asset (securities, real estate, real property, business interests, etc.) to charity. There are complex planned giving vehicles requiring legal and financial professionals to make gifts to their favorite charity. Most planned gifts though, are generated by bequests in someone's will or trust. Even life insurance and retirement plan beneficiary designations and other direct — but deferred — gift arrangements, are also considered planned gifts.
Is your organization ready to accept and receive planned gifts? It is important as almost any donor has the ability to make one. Helping your donors make planned gifts is a way to ensure that their charitable intentions are carried out and will outlive them. You need not be an expert to make these opportunities available.
In this workshop, we will review the 'Essential Building Blocks' for an organization's planned gift program. We will provide an overview of the essential planned giving vehicles. Next, we will help you identify your potential planned gift audience and offer simple, low-cost marketing strategies. To complete the picture and as you already do with your major gift society, you will charter a legacy society to celebrate and steward planned givers. Walk away from this workshop with a business plan for your Planned Gift program!
Kurt D. Bartley
Senior Director For Gift and Estate Planning, CAP®
UTA Institutional Advancement
Cathy R. Sheffield, CAP®, CSPG, CFRE, FCEP
In this short session to introduce you to the Fundamentals of Fund Development, we will discuss ways nonprofit/charitable organizations can improve their grant-writing success.
Brenda Lohse, M.Ed., GPC
Coordinator of Grants/Funds Development
Arlington Independent School District
In this session we will discuss ways to thoughtfully expand the work of a foundation relations position/team and identify ways to align your work to the strategic goals and mission of your organization.
Examples from real experiences and application will be offered in this session, as well as easy strategies to identify valuable connections at your organization in order to expand foundation funding.
Shelly Borders, MA
UNT Health Science Center
Would you like to grow your foundation giving? Is your organization planning a major campaign in the next two to three years? In this session, we will learn how to strategically increase your foundation giving toward a major campaign. We will also learn how to combine fundraising cultivation strategies into foundation relations with a smaller time investment along with practical tips and tricks to implement at work on Monday. Format will include discussion and interaction.
Alex Dunn, CFRE
John Peter Smith Hospital
Manager of Institutional Giving
Fort Worth Symphony Orchestra
The very best development leaders know that capital campaigns are hard work. If it was easy, then every organization in town would be in a campaign right now.
Those who have winning campaigns behind them would tell you that the success of your capital campaign is determined BEFORE you ask for your first gift, BEFORE you enlist a campaign chair, BEFORE you decide on a theme, and even BEFORE you determine your financial goal.
The basic building blocks for campaign success seem like common sense — once you know them. This session will help you take advantage of the early preparation that can put you on track to achieving your campaign goals and save you from costly (and embarrassing) mistakes.
Join us for an engaging discussion touching on these important topics and more:
Educational workshop focused on traditional phases of the fund development cycle: identification, cultivation, solicitation, and stewardship. In alignment with the Bush School of Government and Public Service's emphasis on scholarly literature, presentation incorporates research-informed management and leadership competencies balanced with practitioner-proven methods. Workshop will also address organizations' case for support, acquiring and engaging donors, address why donors say "no" and how to get to "yes", and how to monitor fund development program effectiveness.
Kenneth Anderson Taylor, Ph.D.
Assistant Professor of the Practice | Public Service & Administration Department
Director of Outreach and Professional Development | Center for Nonprofits & Philanthropy