Monday, July 24, 2017 |
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Breakout Session #1
10:00 a.m. - 11:00 a.m. |
Making Metrics Work for Gift Planners
Joseph O. Bull With the advent of advanced computation and “big data”, metrics to measure fundraising activities are prevalent throughout all types of organizations. When it comes to measuring the effectiveness of a gift planning program, what are the best measures? When it comes to measuring the effectiveness of blended gifts, what are the best measures? Although not all “planned” gifts are deferred, much of the work of individual gift planners will pay off in the future—often after the original fundraiser has left the organization and the donor relationship and stewardship of the commitment have changed hands, perhaps several times. CGP's Metrics Task Force is examining best approaches to setting goals and measuring performance for fundraisers charged with developing blended gifts, bequests, charitable trusts, charitable gift annuities, and other gifts that have a future impact on the bottom line. In this session, task force chair Joe Bull reports on connections between metrics and fundraising success. |
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Breakout Session #3
2:15 p.m. - 3:15 p.m. |
Let's Talk
- Planned Giving Conversations Part 1
Do you know how and when to talk to your donors about planned giving? Conversations
and solicitations of planned gifts can be tricky and challenging even
for the most seasoned fundraisers. Knowing that bequests and other types
of planned gifts are the lowest cost, highest value gifts we can generate,
we all need to do a better job of talking to our donors and prospects
about planned giving. In this session we will look at how careful listening
and using the right words and thoughtful strategy can make planned giving
conversations more donor-focused, mission-driven and successful
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Breakout Session #4
3:30 p.m. - 4:30 p.m. |
Let's Talk - Planned Giving Conversations Part 2 Maureen Mahoney Hill, CFRE In this second part of Planned Giving Conversations, we will put theory into practice. Using case studies, we will practice initiating the conversation, building relationships and closing the gift. Small group and one-on-one exercises will allow participants to explore using newly-learned skills in real-life situations. Participants are encouraged to share situations from their current donor list, and together we will develop strategies that will move those conversations toward closing the gift. Participants will leave this session feeling more comfortable and competent talking to their donors about planned gifts. |
Tuesday, July 25, 2017 |
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Breakout Session #5
9:45 a.m. - 10:45 a.m. |
Gift Planning Professionals Conference Annual Meeting (Part 1)
In Arthurian legend, King Arthur would assemble knights at a round table,
indicating that everyone who sat at the table was of equal status. Every
voice was considered equal.
This session is exclusively for gift planners. |
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Breakout Session #6
11:00 a.m. - 12:00 p.m. |
Gift Planning Professionals Conference Annual Meeting (Part 2)
Facilitated by: Matthew Clark, Director of Planned Giving, West Virginia University Foundation In Arthurian legend, King Arthur would assemble knights at a round table, indicating that everyone who sat at the table was of equal status. Every voice was considered equal. Join us at this Gift Planning Professionals Round Table where we will discuss our planned giving programs and how they operate, share best practices and assist our colleagues in resolving challenging issues. This session is exclusively for gift planners. |