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.