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Jumpstart Your Planned Giving Program
January 24 @ 9:00 am - 3:00 pm$169 for Members / $199 for Nonmembers
Instructor: Jennifer Humphreys
If you aren’t talking to your donors and prospects about making a lasting legacy gift to your non-profit, then you are leaving money on the table. Every day, your supporters are making decisions to leave organizations in their wills or estate plans. It is estimated that, if a person is making a will and charitably inclined, they might leave anywhere from 3-5 charities in their will. You should be one of them.
Sometimes it is challenging to overcome the hurdle of talking about making a planned gift. The other hurdle is how to fold planned giving work into your normal, very busy and pressing, fund raising efforts.
Join Jennifer Humphreys as she guides you through the basics of building a planned giving program and having those conversations with your donors/prospects. At the workshop you will:
- Gain knowledge on the ins and outs of planned giving: terminology, concepts about endowment campaigns, and the basics of starting your program.
- Find out how to get your team and volunteers involved.
- Learn about planned gifts and how to talk about them SIMPLY AND EASILY.
- Practice having the “conversations” and find out how easy it can be.
- Leave with a set of real goals and objectives to get you started – TODAY.
Instructor: Jennifer Humphreys is the Manager of Tocqueville Engagement for the United Way of Greater Cincinnati. She has served in the non-profit arena for over 30 years. Spanning from Columbus, OH, New York, to London, England, and recently relocating to Cincinnati, embarking on a new career at United Way of Greater Cincinnati. Before this, residing for over 24 years in Louisville, she served at a variety of organizations, covering the state of Kentucky and Southern Indiana. They included Metro United Way (MUW), the Community Foundation of Southern Indiana (CFSI) The Speed Art Museum and Girl Scouts of Kentuckiana (GSK).
Full participation in Jumpstart Your Planned Giving Program is applicable for 5 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
Receive 20% savings, if you register before December 24. In addition, lunch will be provided. Contact Darlene Whitney at firstname.lastname@example.org, if you have any dietary needs.