Expanding the Pie – Planned Giving Strategies You Can Apply Today

Planned giving seems to be the unicorn of fundraising- mythical in its benefits and unattainable in its mysticism.  This program will demystify planned giving in four steps- an introduction to planned gifts, tips for talking about money, practical application of planned giving techniques, and effective administration- so that you can leave at the end of the day confident in your ability to reach out to your donors in support of your organization’s long-term needs.

In this four-hour program, you will:

  1. Learn the major types and characteristics of planned gifts;
  2. learn which planned giving tools your organization can implement today to start creating a reliable pipeline of current and deferred planned gifts;
  3. develop the skills to talk to donors about opportunities to give; and
  4. learn best practices to maximize planned gifts through effective administration.

Join our expert presenters Kevin T. Crilly, Executive Director of Gift Planning, University of California, Berkeley and Dylan Hendricks, Esq., Hendricks McFarlane, Attorneys at Law. Kevin has spent 23 years working in the field of gift planning, including more than 11 years as team lead at UC Berkeley. Local attorney Dylan maintains a practice focused on estate planning, trust and probate administration, conservatorships, and charitable advising.  Click HERE for their full bios.

You will leave this session with practical tools to immediately start or expand your planned giving efforts and to build planned giving into your long-term fundraising strategies.

Suggested Participants: Executive Directors, Development Directors/administrators, Board members, Book keepers & Professional Advisors
Date and Time: Friday, March 17th – 8:30am – 12:30pm
Location: 7th Day Adventist Church, 12889 Osborne Hill Rd, Grass Valley – off of Hwy 174
Cost: $60 – CNL Member organizations ($40 for each additional attendee from same member organization); $75 – Not-Yet-CNL Members

Thank You to our Generous Sponsors:

Terry Brown

 

 


Hendricks McFarlane, Attorneys at Law

Rich Keene, Law Offices of Minor & Keene