Charles Bacarisse—Vice President for Advancement
Houston Baptist University—Houston, Texas
United States
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Home > Conferences & Training > Introduction to Planned Giving

Introduction to Planned Giving

Sept. 14 - 16, 2011
Westin Portland
Portland, Ore., United States


It's a new day in the world of charitable gift planning. Gift planning strategies are finding more success than ever. Mature programs are closing large numbers of planned gifts in the current economic environment. This interactive conference will help you reframe and invigorate old programs and redefine strategies for success for newer programs.

Join our faculty of national experts and leading, frontline gift planning practitioners who manage successful programs across the country and who have collectively closed billions of dollars of gifts of all kinds.

This conference is designed for newcomers to the advancement profession and professionals with mid-level responsibility.

 

BACK  BY POPULAR DEMAND!

"The Expert's Perspective" has faculty collaborating with you to discuss practical, creative approaches for using gift planning to increase your productivity in raising current and planned gifts.

"As a major gift officer working in a blended major/planned giving office, I could not have asked for a more timely conference. I left empowered to go take part in the planned giving side of the conversation."

—Conference Participant
Benefits of Attending
  •  Learn gift planning strategies to bolster development programs in difficult economic times.
  • Plan your day-to-day work for maximum impact and bottom-line success.
  • Review and rethink the fundamentals in creative ways.
  • Master best practices for cultivating, soliciting and stewarding donors.
Who Should Attend
  • Directors of development
  • Major gift officers
  • Planned giving officers
  • Vice presidents of development
  Books available for Purchase at this Conference
11 Questions Every Donor Asks and the Answers All Donors Crave: How You Can Inspire Someone to Give Generously
Asking: A 59-Minute Guide to Everything Board Members, Volunteers, and Staff Must Know to Secure the Gift
Donor Relations: The Essential Guide to Stewardship Policies, Procedures, and Protocol
CASE Reporting Standards and Management Guidelines
Kaleidoscope of Prospect Development: The Shapes and Shades of Major Donor Prospecting
Major Gifts: Solicitation Strategies
Planned Giving Simplified: The Gift, the Giver, and the Gift Planner
Power of Legacy and Planned Gifts, The: How Nonprofits and Donors Work Together to Change the World (Kim Klein's Fundraising Series)

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