Building Toward the Future

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A New Day for Gift Planning

Top Marketing Tips

  • Top Marketing Tips (Medical Center Edition)

Speakers: Nicola Lawrence, Andy Ragone

September 21, 2021 @ 11:00 AM PDT

When it comes to raising larger gifts from asset wealth, marketing plays an important role. Together, with inspirational donor visits, marketing must be a priority for planned giving fundraisers. While viewed as important, many fundraisers struggle in the area of marketing best practices. Join us to discover what Nicola Lawrence at the Children's Medical Center Foundation has learned and how she is furthering her own planned giving program along.

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  • Rebuilding: Insights on Rekindling Your Planned Giving Program

Speakers: David Disend, Bree Daniel

October 14, 2021 @ 11:30 AM PDT

Have you been tasked with starting or restarting your organization's planned giving initiative? Planned giving programs can often times be forgotten about and left to wither on the vine, and at some point it becomes clear that planned giving is an essential part of your overall fundraising goals. Join David Disend, senior director of development for CARE.org and Matt O'Neill from Crescendo for a conversation about jump-starting your planned giving program as we cover what to expect, some do's and dont's, things that have worked and haven't, as well as other valuable and unexpected insights!

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  • How Foundational Legacy Planning Can Transform Faith-Based Organizations

Speakers: Jenny Nohelty, Steven Walker

October 28, 2021 @ 11:00 AM PDT

In the planned giving world, numbers and tax savings are impressive... but almost never inspire major gifts by themselves. Jenny Nohelty and Steven Walker will share "success stories" of faith-centered organizations who've dramatically increased long-term giving and organizational sustainability by incorporating faith, family and charity into your legacy planning. They'll share practical ideas for capturing donor stories, helping donors think in a multi-generational way, and inspiring financial conversations with faith-based intentions.

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