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Planned Giving: Raise More Money Now
August 31, 2021 @ 9:00 am - 12:00 pm
Would you like to raise more money for your nonprofit…now? For many of us, starting a planned giving program is something we will do “someday.” Well, together, let’s make “someday” today!
This interactive course introduces the concept of planned giving, as well as an overview of strategies and technical requirements needed to create a successful planned giving program. Participants will learn to focus on bequests and bequest equivalents, the lion’s share and centerpiece of all planned gift programs. Participants will be introduced to essential planned giving vehicles and learn how to identify potential planned gift audiences and be given simple, low-cost marketing strategies.
Walk away from this workshop with a plan to kickstart your planned giving program so you can raise more money now!
After attending this workshop you will be able to:
- Understand the importance of planned giving to overall fundraising success
- Deploy the most important types of planned gifts
- Know how to identify individuals who may be interested in making a planned gift
- Understand how to market planned gifts and how to develop a way to incorporate a planned giving program into an organization’s overall fundraising program
- Set up your organization with the fundamentals for success
- Develop a year-long plan to keep their eyes on the prize
Program Level: Basic / Intermediate
Prerequisites: None
Instructional Method: Online via Zoom
Social Worker CEU Credits: 3 hours
Cost: $65 members / $115 non-members
Please note: Registration closes at 12 noon the day prior to the class. All registrations are subject for approval.
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ABOUT THE INSTRUCTOR
Cathy Sheffield
Cathy is a fundraising executive with 25-years experience, specializing in major gifts and gift planning in healthcare and higher education. Cathy is the Founder and President of ThinkGiving, a boutique planned giving consulting firm based in Fort Worth, Texas and she is a Vice President with Thompson & Associates, a values-based estate planning firm based in Nashville, TN.
Cathy serves on the American Council on Charitable Gift Annuities (ACGA) board of directors and serves on the Charitable IRA Initiative board of directors and is a past board member and past chair of the National Association of Charitable Gift Planners (CGP). Cathy is a member of the faculty for the American Institute for Philanthropic Studies which administers the Certified Specialist in Planned Giving designation program at the California State University Long Beach. Cathy is also a recipient of The Ben Franklin Award for the Outstanding Professional Fundraising Executive presented by the Association of Fundraising Professionals.
Cathy received her MBA from Texas Christian University and a Bachelor of Science from North Dakota State University. Cathy is a Certified Fundraising Executive (CFRE), Chartered Advisor in Philanthropy (CAP®), Certified Specialist in Planned Giving (CSPG), and a Fellow in Charitable Estate Planning (FCEP).
