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Planned Giving: You Can’t Afford Not To Series - Archived Recordings

 

This three-part webinar series is designed to take you from zero to 60 in all aspects of gift planning.  If you are new to planned giving, you’ll want to join us for all three sessions.  If you’re a seasoned or gift planning veteran, you won’t want to miss the tools and techniques in the more advanced session two and the dialog of putting it all together in the third segment.

Let our members and experts help you look at starting a program or take it to the next level and understand why it is important to have a planned giving program.

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Session One

OAD: Thursday,  May 6, 2010 at 1:00 p.m. Eastern  90 minutes

Starting a Planned Giving Program: Building a Timeline and Budget

Presenter: Sandy Macnab, President, Alexander Macnab & Co., Chicago, IL

Brief Session Description: A basic primer for non-technical development professionals, agency executives and program personnel, this popular session explains how planned gifts work and how a program to attract them can be established quickly and inexpensively in even a one-person shop.  Participants are guided to build a relevant budget and timeline.

Learning Outcomes: At the conclusion of this session, participants will:

• Understand how basic planned giving vehicles work.

• Be able to suggest gifts that are unique to donor needs.

• Be able to inaugurate and promote a planned giving program.

• Build a realistic planned giving program budget.

Educational Endorsements: This workshop has been approved for 2010 CFRE Continuing Education credit and covers the PPP (formerly NCPG) Syllabus for Gift Planners subject area topics: 2.01, 2.02, 2.04, 3.l1, 4.01, 4.03, 4.04

Presenter Bio:  Sandy Macnab, FAHP, CFRE, founded Alexander Macnab & Co. in 1994 after 25 years as a development professional.  The creator of nationally recognized annual giving, major gift and planned giving programs, Mr. Macnab has presented seminars, provided general fund raising counsel, conducted feasibility studies, counseled capital campaigns, and provided planned and major gift support to clients throughout North America.

A former AFP Chicago chapter board member, he is one of 22 Master Teachers selected from throughout North America to inaugurate the AFP International Faculty Academy.  He is a popular speaker at CRD national and regional conferences and has extensive experience as a Survey Course instructor. Earlier this year he co-presented the CRD Webinar THE ANNUAL FUND TODAY: Building the Base in the Current Economy.

Session Two

OAD: Thursday, May 13, 2010 at 1:00 p.m. Eastern   90 minutes

How to Identify Planned Giving Prospects

Presenter: Lawrence Henze, Managing Director, Target Analytics, CA

Brief Session Description: Prospect researchers have been equipping major giving officers with information on prospects for decades, but planned giving officers have often worked only with age information to identify their prospect pool. But what about helping your planned giving operation mine your data to identify whom to target?  Did you know that people who make planned gifts don't profile the same way as major donors?  Did you know that prospects that profile a certain way are more likely to respond to a specific cultivation technique?  Join an expert in prospect modeling and data mining to learn how to identify planned giving prospects so your organization can approach them, from the start, with the offering most likely to get the best return.

Learning Outcomes:  At the conclusion of this session, participants will:

• Identify the true characteristics of planned giving prospects         

• Pre-qualify planned giving prospects from their annual giving behavior   

• Use their knowledge of the characteristics of planned gift donors to refine their marketing strategies

Presenter Bio:  Lawrence Henze, managing director of Target Analytics, a Blackbaud Company, has extensive experience in fundraising, market research and the application of predictive modeling services to the nonprofit marketplace.  The founder of Core Data Services, which Blackbaud acquired in 2001, Lawrence has also served as vice president of predictive modeling services at USA Group Noel Levitz and president of The Philanthropic Division of Econometrics, Inc.  Lawrence has 15 years of experience in development, raising more than $125 million, primarily for higher education institutions, and an additional 15 years as a fundraising and marketing consultant.  He holds a BA in political science from Carroll College in Wisconsin, and an MA in public policy and administration and a law degree from the University of Wisconsin at Madison.

Session Three

OAD: Thursday, May 20, 2010 at 1:00 p.m. Eastern   90 minutes

Winning Strategies for Planned Giving NOW

Presenters: Jim Normandin, President and CEO, Memorial Medical Center Foundation, Long Beach, CA and Richard Morley, CFRE, CSPG, Executive Director, Mt. San Antonio College Foundation, Walnut, CA

Brief Session Description: Many high-worth donors have experienced severe losses and confidence in long-term financial vehicles resulting in a challenging environment for long-term planning and especially gifting.  In this session we’ll chat about “parting with part” and other split-interest transfers and charitable techniques that make sense in today’s market. Our discussions will center on how to get gift planning on your donor’s Estate Planning Agenda including strategies to maximize wealth transfer. We will also discuss the importance of legacy societies and professional advisory councils and how to set them up. Finally we’ll discuss some cost effective strategies for both new and more mature planned giving programs.

Learning Outcomes:  At the conclusion of this session, participants will:

• Understand and use  gift planning tools and techniques for today’s difficult financial markets

• Understanding the compelling “humanics” messaging for gift planning success today

• Explain the significant advantages of gift planning over simple living trusts or wills

• Know cost effective tools and techniques to use in new and more mature gif planning programs.

Presenter Bios:  Jim Normandin, President and CEO, Memorial Medical Center Foundation in Long Beach, California.  Jim is the consummate gift planning expert involved every day in providing resources to assist donors and their advisors on the best method of optimizing income and minimizing taxation, utilizing charitable tax planning techniques. As a result of the Foundation's role as trustee, Jim is intimately involved with the administration and investment management of their gift annuity program, 93 charitable remainder trust and its 107 endowments. In this fiduciary capacity, the Foundation currently oversees $104 million in assets. Jim is co-founder, Executive Director, and faculty of The American Institute for Philanthropic Studies, an independent, public educational foundation devoted to increasing awareness, training, and participation of planned giving professionals, as well as the legal, tax, and financial communities, in charitable giving. Successful completion of the twelve courses, presented in six modules, leads to a professional designation of "Certified Specialist in Planned Giving" (CSPG).

Richard Morley, CFRE, CSPG.  Currently Richard serves as the Executive Director for the Mt. San Antonio College Foundation (Mt. SAC), one of the largest community colleges in the nation.   Richard’s  expertise in the nonprofit sector includes in strategy, development, major gifts and planned giving. Recently his work has focused on leading edge Web 2.0 tools for donor and alumni development.   Before joining Mt. SAC, Richard worked as a consultant in major gifts and planned giving. He also worked for the Council for Adult and Experiential Learning (CAEL), in Chicago, as Director of Foundation and Corporate Relations.   Mt. SAC is currently in the second year of implementing a robust planned giving program in a “one person” shop.

Please note!
Webinars are LIVE presentations. Please note the time carefully.
Presentations are scheduled in Eastern Time.
For information on time zones, visit http://www.time.gov/.

If you must cancel:
Submission of your registration constitutes a commitment to pay all registration fees. Payment must be received before start of webinar. There are no refunds/cancellations. Remember that another person from your institution may participate on your behalf.

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