2019 Dates TBD 9 am to 1 pm | WCU at Biltmore Park, Asheville
The Planned Giving series is designed to ensure a charity not only begins an aggressive,
active program, but that it succeeds in bringing in numerous expectancies. We are
beyond the day when a one-hour lecture or a full-day workshop does much good. Professionals
are just too stressed to make a program happen without adequate time and resources.
Supervisors and Board Members require a significant amount of time related to direct
funding, which does not allow for a lot of time spent on Planned Giving.
Maximum Enrollment: Five organizations including key team members (see below). Registration
fee: $2,000 per organization. For more information contact Jill Thompson at 828-227-3070
Three-session series of half-day workshops and programs, held two weeks apart.
Requires the Executive Director and Development Director to attend all three sessions
- to accomplish some modest homework and to recruit volunteer leaders along the way.
It is also mandatory for the Board Chair to attend the first session.
Will have a maximum of five agencies present to ensure a comprehensive plan is developed
by all agencies.
Will be conducted by Alex Comfort, CFRE
Obtaining a true commitment from the highest levels of the organization to pursue
a successful Planned Giving Program.
Understanding from those same people on what it will take/what Planned Giving is.
Establishing agency-wide teamwork in positioning Planned Giving as an integral part
of the overall Development Program of the agency.
Developing a clear understanding of what types of Planned Giving options are available
and how they function – in layman's terms!
Creating a strategy to integrate Planned Giving amid Annual Fund, Major Gifts, and
Endowment fundraising in your agency.
Knowing how to use a Legacy Program to increase your prospects and expectancies.
Developing a plan to measure and set benchmarks for your Planned Giving program.
Implementing Planned Giving as a permanent and sustainable part of your program.
Instructor: Alex Comfort, CFRE Over the past 32 years, Alex Comfort has done Planned Giving as a professional, lectured on Planned Giving, and consulted
with agencies related to Planned Giving. He believes passionately in the importance
of this type of fundraising. As a Baby Boomer Alex says, "I dread the day when my
generation stops giving and the non-profit world starts to fight to survive." An effective
Planned Giving program can solve that problem.