- Community & Alumni Engagement
- Professional Growth and Enrichment
- Professional Development Programs
- The Planned Giving Implementation Series
The Planned Giving Implementation Series
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.
REGISTER ONLINE
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
or jcthompson@wcu.edu.
- 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.