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Planned Giving 101 - 2 Part Series

3/10/21 and 3/17/21


Wednesday, March 10, 2021
1:00 PM - 2:30 PM (EST)
Register for Log-in Details!
* Registration open until 3/8/21 at 5:00 PM (EST)
* Registration open until 3/8/21 at 5:00 PM (EST)
Category: Learning Together

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 PhilanthropyHarvard 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 TimesThe Washington PostForbesThe AtlanticProPublicaVanity Fair, and National Public Radio.

Attendees (17)

Amy Carter

Director of Development

Turtle Survival Alliance

Dan Daniel

Director of Development and Communications

Charleston Parks Conservancy

Elizabeth Dudek

Homeless No More

Elizabeth Long

Director of Development

Dorchester Children's Advocacy Center

Gabrielle Yarborough

Development Director

East Cooper Habitat for Humanity

James Dismond

Director of Development

Hospice Care of the Lowcountry

Jason Walter

Volunteer Coordinator

Neighbor to Neighbor of South Carolina

Joe Kunkel

Executive Director

Neighbor to Neighbor of South Carolina

Kristy Caradori

Executive Director

Spartanburg Regional Foundation

Luanne Rodgers

Director of Philanthropy and Mission Advancement

Windwood Family Services

Matt Rosebrock

Business Development Manager

Charleston County Parks Foundation

Michael Murphy

United Way of the Lowcountry

5 Other Registered Attendees
* Registration open until 3/8/21 at 5:00 PM (EST)
* Registration open until 3/8/21 at 5:00 PM (EST)

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