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Track: Planned Giving [clear filter]
Monday, October 7
 

11:45am

Your Next Planned Gift is Just a Phone Call Away
This session will explore current statistics and trends in planned giving and look at new ways to enhance your organization’s planned giving efforts. Discover techniques for identifying planned giving prospects, soliciting potential donors, and closing the gift over the phone. Learn how to make the ask using the mass communication instruments of mail, e-mail and telephone solicitation. This session will also provide strategy on the selection of donors for a planned giving direct marketing campaign. Most planned giving donors say “they were simply never asked” for a gift. Learn how your organization can avoid this common pitfall and develop a thriving and profitable planned giving marketing and solicitation plan.

Objectives
1. Examine the profile of a planned giving donor and debunk common planned giving myths.
2. Obtain a thorough understanding of how proven telephone solicitation techniques will significantly increase planned gifts to your institution.
3. Discuss the latest trends, developments and marketing opportunities available today in planned giving, and discover new ways to solicit, cultivate and educate planned giving prospects

Speakers
avatar for Anthony R. Alonso

Anthony R. Alonso

President, Catapult Fundraising
Anthony R. Alonso is one of the nation’s leading fundraisers with over three decades of expertise in direct marketing and telefundraising. In 2016, Anthony co-founded CatapultFundraising.Anthony is a natural leader and has managed his own business for over twenty years. During this... Read More →


Monday October 7, 2019 11:45am - 12:45pm
Hermitage C

2:00pm

Catholic Donors are Aging: Increasing Planned Gift Results By Stewarding Donors While There Is Still Time!
The typical Catholic donor is an aging member of the “Silent Generation” getting close to signing that final will. Catholic bequest donors tend to live to 90. Half of all bequests are from wills with no charitable bequests prior to the final will. Most key bequest decisions are made in the last 5 years of life. There is still time to reach and influence many of even your oldest donors, but this window is closing! Catholic charities need to ramp up donor cultivation to maximize planned gift revenue. They need to make sure to get in (and stay in) that final and operative will—the only one that really matters. This session will show how to identify donors have the greatest probability of making a bequest. It will explain how to reach out and steward planned giving prospects and offer ways to reach donors at times they are most receptive. As donors are actively cultivated by some charities and passively ignored by others, it is clear where the money will go. It is also clear which charities are most at risk of being removed from earlier wills. Don’t be a passive charity that loses out! Using 55 years of Sharpe experience working with more than 10,000 charities, the speaker will also identify ways you can evaluate and assess the effectiveness of your current stewardship effort, as well as how to determine your key competitors for planned gifts.

Objectives
1. Learn How to Identify Key Planned Giving Prospects for Cultivation & Stewardship
2. Show How to Reach Out in Ways That Work & at the Right Time to Maximize Gifts
3. Explain Tangible Ways to Evaluate Your Planned Giving Program Success & Identify Weaknesses



Speakers
avatar for John Jensen, CFP

John Jensen, CFP

Senior VP and Senior Consultant, The Sharpe Group
 John Jensen is SVP & Senior Consultant for Sharpe Group, based in Washington D.C. With over 35 years of fundraising experience, John works with charitable organizations in Washington and across the country to design and implement effective charitable gift planning programs. He has... Read More →


Monday October 7, 2019 2:00pm - 3:00pm
Hermitage C

3:15pm

Leveraging Advisor Partnerships and Seminars For Planned and Major gifts
Discover how to expand your resources by partnering with legal and financial advisors to help obtain planned and major gifts. Learn how to implement and incorporate successful wills planning seminars into your programs that will garner new bequests and self-identified leads. Best of all, see how implementing these ideas have minor costs while reaping big benefits.

Objectives
1. Learn why and how to partner with advisors
2. Discover various ways that advisors can secure gifts for your organization
3. Learn how to use seminars to garner planned gifts



Speakers
avatar for Kimberly Jetton

Kimberly Jetton

Director of Planned Giving, Archdiocese of Los Angeles
Kimberly Jetton serves as the Director of Planned Giving for The Archdiocese of Los Angeles, which is the largest archdiocese in the U.S., and the 4th largest in the world. She has over 20 years of experience in advancement, with a concentration on planned gifts. Her areas of expertise... Read More →
avatar for M. Jan Akre

M. Jan Akre

Attorney, Anderson and Anderson Law, PC
Mr. M. Jan Akre is an attorney and owner of the oldest law firm in Southern California. Over the years he has been a partner in the Banking and Corporate practice at two national law firms, the managing partner of a regional law firm and has worked in the law department of a national... Read More →


Monday October 7, 2019 3:15pm - 4:15pm
Hermitage C
 
Tuesday, October 8
 

10:30am

Track: Planned Giving
Tuesday October 8, 2019 10:30am - 11:30am
Hermitage C

12:00pm

Track: Planned Giving
Tuesday October 8, 2019 12:00pm - 1:00pm
Hermitage C