Planned Giving 101 - 2 Part Series
3/10/21 and 3/17/21
It’s easy to find yourself paralyzed by the complexities and minutiae of complicated planned giving vehicles – and to become convinced that planned giving is way beyond your reach. But really, it’s not.
This two-part virtual workshop helps even the smallest shops focus on ways to effectively and efficiently “get in the game” with planned giving. We will avoid the arcane detail of the more complex planned gifts and will instead focus on basic action steps for developing a planned giving strategy that works for your organization. We’ll help participants develop an appreciation for the fundamental difference between a donor’s income and assets, and how to focus on the most likely and simpler planned gifts that will convert those assets into gifts for your organization. We’ll also discuss how to make your organization “a planned giving kind of place.”
Participants will develop an understanding of the financial and psychological motivations for donors, and how – even if you are a small nonprofit – you can create and develop a successful and impactful planned giving program that can complement and enhance your annual fundraising efforts.
Share any questions when you register. We will do our best to incorporate them into the presentation.
Intended Audience
Finance and Development staff, Executive Directors and Board Members.
About the Presenter
Al Cantor is principal of Alan Cantor Consulting LLC, based in Concord, New Hampshire. He works with nonprofit organizations on issues of resource development, strategic planning, governance, and executive leadership. Prior to starting his consulting business in 2012, Al had thirty years of staff experience in the nonprofit sector as a CEO and development director.
Al is a prolific writer and presenter about the nonprofit world. He is a frequent contributor to The Chronicle of Philanthropy, Harvard Business Review, and other national journals. His blog has attracted a diverse national audience, and he has been cited as an expert on charitable issues in media outlets such as The New York Times, The Washington Post, Forbes, The Atlantic, ProPublica, Vanity Fair, and National Public Radio.
Attendees (17)
Kristy Caradori
Executive Director
Spartanburg Regional Foundation
Amy Carter
Director of Development
Turtle Survival Alliance
Dan Daniel
VP of Development
Charleston Parks Conservancy
James Dismond
Chief Executive Officer
Hospice Care of the Lowcountry
Elizabeth Dudek
Homeless No More
Joe Kunkel
Executive Director
Neighbor to Neighbor of South Carolina
Elizabeth Long
Director of Development
Dorchester Children's Advocacy Center
Michael Murphy
United Way of the Lowcountry
Luanne Rodgers
Chief Philanthropy and Mission Advancement Officer
Windwood Family Services
Matt Rosebrock
Business Development Manager
Charleston County Parks Foundation
Jason Walter
Development Director
Neighbor to Neighbor of South Carolina
Gabrielle Yarborough
Development Director
East Cooper Habitat for Humanity
This event is produced by the Maine Association of Nonprofits, with whom Together SC is affiliated through the National Council of Nonprofits.
Together SC is also partnering with the SC Planned Giving Council to make this opportunity available to their members.
Cost:
- $89 Together SC & SC Planned Giving Council members
- $139 Nonmembers
- Payment is due upon registration.
Event Details:
- This two-part online series is from 1:00-2:30pm ET on Wednesdays, March 10 + 17.
- Participants will receive login instructions in the registration confirmation email as well as in reminder emails that will be sent one day and one hour prior to each session in the series.
- Both sessions will be recorded and made available to all registered participants for 30 days after the event. Participants who are unable to attend will have access to all materials.
Questions?
Please email the MANP Team at Learn@NonprofitMaine.org.