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The Planned Giving Implementation Series

People sitting around table talking.


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 or

  1. Three-session series of half-day workshops and programs, held two weeks apart.
  2. 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.
  3. Will have a maximum of five agencies present to ensure a comprehensive plan is developed by all agencies.
  4. Will be conducted by Alex Comfort, CFRE
  1. Obtaining a true commitment from the highest levels of the organization to pursue a successful Planned Giving Program.
  2. Understanding from those same people on what it will take/what Planned Giving is.
  3. Establishing agency-wide teamwork in positioning Planned Giving as an integral part of the overall Development Program of the agency.
  4. Developing a clear understanding of what types of Planned Giving options are available and how they function – in layman's terms!
  5. Creating a strategy to integrate Planned Giving amid Annual Fund, Major Gifts, and Endowment fundraising in your agency.
  6. Knowing how to use a Legacy Program to increase your prospects and expectancies.
  7. Developing a plan to measure and set benchmarks for your Planned Giving program.
  8. 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.

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