Baby Boomers are at prime planned giving ages and will transfer Trillions of dollars to charities in the coming years. This workshop is designed for Vineyard nonprofits that want to start, or are in the early years of, a Planned Giving program. You should bring whoever leads your development efforts, plus your Executive Director, Board Chair, Development Committee Chair and as many Board Members as possible so they can learn their important role in the process. The workshop will cover:
What is Planned Giving & Who Gives What & Why?
Trends in Philanthropy & Planned Giving,
The types of Planned Gifts,
How to Identify Prospects,
Best Practices in Planned Giving,
Building Your Own Planned Giving Program:
Setting Realistic Goals,
Tools, Tips & Strategies,
The Roles of the Board & the Staff,
Marketing & Budgeting,
How to Integrate it With Your Overall Development Plan,
How to Start the Conversation With Donors, and
You will Practice Requesting the Bequest.
Coffee and registration start at 8:30, Program starts promptly at 9:00.
Lunch is included.
You will be done by 3:30 at the latest.
This Workshop is made possible by a grant from the Peter and Elizabeth C. Tower Foundation
P.O. Box 1018 West Tisbury, MA 02575