W.I.S.E. Giving: Uncovering Your Donor's Why, How, and How Much
Speaker: Chris Gabriel
Too often, generosity either doesn't happen at all or it fails to achieve its full potential. To succeed, charity and philanthropy must be W.I.S.E.: Well-grounded, Inspired, Satisfying, and Effective. The W.I.S.E. Giving Process provides two unique tools - - Personal Giving Identity (Why and How should I give?) and Potential Giving Capacity (How much can I give?). The answers to these questions help to more meaningfully engage the three primary participants of any significant gift: donors, nonprofits, and professional advisors. This interactive session allows attendees to experience these two tools in order to better understand the power of transformational donor engagement.
Maximizing Major and Planned Gifts: Building Transformational Donor Relationships Across Giving Channels
Speakers: Kristin Perks Champa & Michelle Janssen
In today's saturated communications landscape, donors filter through thousands of marketing messages daily. How can development professionals break through this noise to create meaningful, lasting donor relationships? This session reveals proven strategies for merging major and planned giving approaches to create high-impact funding opportunities that resonate with donors. Drawing from extensive field experience and CresCoaching insights, we'll demonstrate how to successfully build robust networks of positive donor relationships. You will learn practical techniques for collaboration between major and planned giving officers. Through real-world examples and proven methodologies, we'll show you how to create giving opportunities that excite donors and maximize their philanthropic impact. Whether you focus on major or planned gifts, you will leave with actionable strategies to strengthen cross-team collaboration and create powerful giving packages that inspire transformational support for your organization.
Creating Pipeline Reports: A Tale of Two Tallies
Speaker: Rebecca Rothey
With 10,000 baby boomers per day retiring, it's a great time for major and planning giving. And yet, the importance of consistent budgeting for planned giving, especially, needs to be regularly demonstrated to management. Therefore, planned giving requires judicious internal marketing. This session will show, through two real-life illustrations, how to create a planned gift pipeline report and how to use the report for internal marketing. Using additional studies, the presentation will share major gift tracking reports. It reviews specific techniques for identifying and documenting bequest intentions and includes how to use bequest intention forms, conversational tactics for discerning bequest intentions, and data mining and tracking for potential major and planned gifts. It will share examples of storytelling for internal marketing.
CRTs are Much More than a Tax Strategy, They May be the Most Inexpensive and Useful Tool in an Estate Plan
Speaker: Jennifer Nohelty
The Testamentary Charitable Trust has always been a great tool to leave retirement assets at your death, but did you know that it is the most elegant and simple estate planning tool in our arsenal? Taxes may bring donors to our "table", but when we show our donors how they can "protect their heirs from themselves" by giving them a stream of income rather than a lump sum distribution, we have just given our donors a solution to a bigger problem than taxes!
