Original Broadcast: Thursday, January 21, 2021

Many of us know that planned gifts can be transformational for almost any sized non-profit. However, if you are part of a small development staff, planned gifts are often the last thing you get around to, and when you do receive one it’s usually a mystery of how it happened. Terms like Charitable Remainder Trust, Charitable Gift Annuity and Retained Life Interest make us feel we need to be an attorney just to talk to a donor about a planned gift.

What if by taking a few simple steps, you were able create an effective planned giving program for your organization that had the potential to generate significant gifts to support your mission?
 
Our panel of experts show you how to create awareness for planned gifts among your donors, identify key prospects and cultivate them, without having a staff person dedicated to planned giving.
 
This workshop covers:
About current trends in Planned Giving [PG]
Effective ways to market PG’s to your current/new donors
How to get your board “on board” with PG
How to use Life Insurance as a simple tool to grow your PG program
How to identify PG prospects you already have, and how to start the conversation with them
You will also be given access to a tool kit to get you started.
New york, new york
Venue: NYIT Auditorium on Broadway
1871 Broadway,
New York, NY 10023
Date: June 12, 2019
RSVP: Details
san francisco, california
Venue: Commonwealth Club
110 The Embarcadero,
San Francisco, CA 94105
Date: June 12, 2019
RSVP: Details
boston, massachusets
Venue: Boston College Club
100 Federal Street,
36th Floor,
Boston, MA 02210
Date: June 12, 2019
RSVP: Details

presented by:


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Thomas Kissane

Principal & Managing Director
CCS Fundraising
Learn more about Tom

Peter Hoskow

Principal & Managing Director
CCS Fundraising

Learn more about Peter

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Steve Manno

Managing Director

CCS Fundraising

Learn more about Steve

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Bob Weston

Senior Consultant

CCS Fundraising

Learn more about Bob

Speaker Title

Head of School,
Cincinnati Country Day School
Cincinnati, USA

Speaker Title

Head of School,
Cincinnati Country Day School
Cincinnati, USA

If you have any questions about this webinar or about CCS in general, please contact Katie Kruse at [email protected]