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Monday, October 10 • 10:45am - 11:45pm
Five Common Misconceptions of Planned Giving

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One of the greatest misconceptions about planned giving is that it is difficult. Understanding that gift planning is as much a marketing challenge as it is a product-knowledge exercise is just one of the breakthrough concepts presented in this enlightening session. Every nonprofit organization can, and should, have a healthy and active planned giving program that encourages donors to make larger gifts today, as well as in the future, and this workshop will get you there.

Objectives:
1. Gain an in-depth knowledge of the most common planned giving strategies (hint: not all planned gifts are deferred gifts)
2. Know how to develop marketing strategies to effectively promote planned giving
3. Learn how to effectively ask for and track planned gifts
Moderators
LS

Linda Sroka

Director of Development, Sisters of Mercy - NyPPaW

Speakers
avatar for Daniel Neel

Daniel Neel

President, The Fundraising Resource Group
Daniel Neel, president of The Fundraising Resource Group, has more than 28 years of professional fundraising and financial services experience. He has designed, directed and led fundraising programs that have significantly increased operational funding and provided over half a billion... Read More →
avatar for Ted Sudol

Ted Sudol

Managing Director, Carter
Working with a diverse array of clients, Ted Sudol taps cross-disciplinary experiences in philanthropy & fundraising as a consultant, practitioner, lawyer, and executive in the voluntary, public and private sectors.  Currently Managing Director at Carter, he draws on his roles in... Read More →

Monday October 10, 2016 10:45am - 11:45pm EDT
Annapolis 4
  Workshop-Breakout-Round Tables, Planned Giving

Attendees (11)