12156 N. Meridian Street
AFP-IC and CGPI Spring Conference presented by JGA
Presented by: Phil Purcell, JD, CFRE
May 18, 2022
The Boomer Generation wealth transfer is underway! Frontline fundraisers can expect more and more conversations about gifts of assets as donors wonder what to do with their businesses, vacation homes, collections and other valuable property that the kids don’t want. Even if you don’t think of yourself as a gift planner, you should be ready for those discussions. And your organization should support you with policies, plans and procedures to maximize planned or blended gifts. This seminar will review the most important components of a program that successfully cultivates complex major and planned gifts. Helpful ideas regardless of the stage of your program (beginning to advanced) will be explained. In particular, the new National Standards for Gift Planning Success will be shared as a template for implementing a planned giving program. In this highly interactive session, we will examine key priorities for budgeting, gift acceptance, metrics, goal-setting, marketing, stewardship, the role of leadership and more. Case studies and specific examples will illustrate key points. We especially encourage you to invite colleagues, executive leadership, and board members to attend and learn how they can help!