Debunking the Myths of Starting a Planned Giving Program
Debunking the Myths of Starting a Planned Giving Program
Monday, April 22, 2024 (11:00 AM - 12:00 PM) (EDT)
Description
WORKSHOP DESCRIPTION
Learn first-hand from a seasoned development professional the basics of planned giving and steps to take to begin a Planned Giving Program in your organization. Almost any organization of any size can begin to promote basic planned giving opportunities for long-term fundraising growth and sustainability.
WORKSHOP OUTCOMES
Attendees will gain basic knowledge about Planned Giving and what motivates donors to consider creating a legacy for their favorite nonprofit organizations. While basic planned giving vehicles will be discussed, the participants will come away with steps they can take to create a legacy society and develop a marketing plan for Planned Giving success.
Full participation in Debunking the Myths of Starting a Planned Giving Program is applicable for 1 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
ABOUT THE PRESENTER
Name: Vicki Pugh
Title: Partner and Co-CEO
Company: Advancement Experts
Number of Years in Nonprofit Industry: 36
Career Highlight: Becoming a faculty member of The Fund Raising School of the Indiana University Lilly School of Philanthropy eight years ago
Fun Fact: Growing up, I wanted to be an opera singer.
Images
Nonprofit members: FREE
Nonmembers: $20.00
This training is offered virtually.
Thank You to Our Sponsors
Allegany Franciscan Ministries
Childrens Services Council
Quantum Foundation
Wells Fargo
Kingdom Charitable Foundation
PBC Sheriff
Cultural Council
FPL
Capital One
Nason Yeager