A Practical Approach to Growing Your Planned Giving Program

Practical steps for starting or growing your planned giving program.

There is a huge opportunity to grow dollars raised by deferred gifts, but you may need help developing a scaffolded approach to get you there. This online training, facilitated by Theresa Curry from University of Massachusetts, Amherst, will show you how to apply fundamental pillars to start or grow a planned giving program. Theresa has grown, overhauled, and started gift planning programs at several institutions. She has put together an easy-to digest and logically-stepped process to get you on your way to raising more dollars than ever before from this important donor base. Whether you have a program that is not performing where you want it to, or want to start one from scratch, Theresa will offer practical next steps for each important part of your program.

Who Should Attend

This program is designed for planned giving professionals who are looking for new ideas on marketing and growing a planned giving program. Whether you are building your program from scratch, revamping an old program, or simply looking to hear how your peers are taking a different approach to these tasks, you will come away with a variety of ideas that you can incorporate to your institution’s planned giving strategy and efforts.

Agenda

• Better Prospect Management
• Stewardship
• Developing a Library of Resources
• Intentional and Coordinated Marketing Efforts
• Improving Estate Administration

Instructor

Theresa M. Curry, J.D., Assistant Vice Chancellor of Development and Executive Director of Gift Planning at the University of Massachusetts, Amherst

Theresa joined UMass as an experienced and successful attorney and planned giving professional.  Prior to joining UMass, she served as the Assistant Vice President of Gift Planning & Administration at UNH Foundation where she transformed the gift planning program at UNH and played a vital role in the success of its recent Campaign.  She practiced law in the areas of business, non-profit, probate, and estate planning in Massachusetts, Oregon, California, and Minnesota. Theresa began consulting and working in Gift Planning in 1998. After moving to New England, she established the gift planning program at Merrimack College. She also worked for The ALS Association as their Regional Director of Philanthropy for their East Coast operation. Theresa speaks and presents locally and is the program chair for the New Hampshire and Vermont Council of Charitable Gift Planners.  She is also involved in the Planned Giving Group of New England.

Questions About the Event? Email this event’s Program Manager, Christine Murphy.

Product Information

For the live webcast, login instructions for the webcast will be sent twice via email – in the registration confirmation email, and again the day before the webcast. Please safelist webcasts@academicimpressions.com to ensure you receive these communications.

For webcast recordings, your recording is sent via email upon receipt of payment and within 10 business days following the live webcast. You will also be able to access your recording through your My Account section.

Included Products

When you order this product, you get all the following products for free!!