Planned Giving Forum of Greater Sacramento | 8859 Springhurst Drive | Elk Grove, CA 95624 US
5 Things to Consider When Starting (or Resuscitating) your Planned Giving Program
Cathy R. Sheffield
Founder of ThinkGiving &
Chief Advancement Officer of Lena Pope
August 16, 2024
9AM - 2:30PM
Sutter Health
2700 Gateway Oaks Drive
Sacramento, CA
Embark on a transformative journey into the world of planned giving with this exclusive workshop, designed for philanthropic professionals and organizations seeking to either launch or revitalize their planned giving programs. This comprehensive session is crafted to provide you with the insights, tools, and strategies needed to create a lasting impact through thoughtful legacy planning. Whether you're laying the foundations of a new program or breathing new life into an existing one, this workshop will navigate you through the essential steps to success.
Workshop Highlights:
Laying the Foundation: Starting Your Planned Giving Program
Dive deep into the initial steps of creating a planned giving program tailored to your organization's mission and vision. Understand the structural essentials, from setting clear objectives to integrating your program with your overall fundraising strategy, ensuring a solid foundation that supports future growth.
Target Marketing: Reaching the Right Donors
Learn how to effectively identify and communicate with potential planned giving donors using targeted marketing strategies. We'll explore how to craft compelling messages that resonate with different segments of your audience, using a mix of traditional and digital marketing tools to maximize reach and impact.
The Art of Donor Conversations: Building Meaningful Relationships
Master the nuances of donor engagement through personalized conversations. This section will cover the importance of building trust and rapport, understanding donor motivations, and tailoring your approach to meet the unique needs and interests of each prospect, ensuring a mutually beneficial relationship.
Stewardship: Nurturing Donor Relationships
Discover the key to maintaining and strengthening relationships with your planned giving donors through effective stewardship. From acknowledgment strategies to ongoing engagement and recognition, learn how to make your donors feel valued and informed about the impact of their contributions, fostering long-term loyalty and support.
Gift Acceptance and Administration: Managing Your Program
Navigate the complexities of gift acceptance policies, legal considerations, and administrative processes critical to the successful management of your planned giving program. This segment will equip you with the knowledge to handle gifts ethically and efficiently, ensuring compliance and donor satisfaction.
Join us for this thought provoking workshop that promises to equip you with the baseline knowledge to make a meaningful difference through planned giving. Whether you're aiming to start a new program or enhance an existing one, our presenter will help you focus on what matters most—creating a lasting legacy that benefits both your donors and your organization for years to come.