Planned Giving in Plain English: Effectively Applying Planned Giving to Major Gifts Fundraising
Being able to incorporate planned gift vehicles into your major gifts skill set will dramatically increase your fundraising productivity. This session will provide simple “plain English” descriptions of the most commonly used planned gift vehicles and will explain how to apply them to a donor’s particular financial circumstances. Case studies will be used to show when to propose a gift of appreciated stock or real property, a gift annuity, a charitable remainder trust, a life estate gift of one’s home, or a combination of these techniques. The session will also explain how to utilize professional “agents of wealth” to the greatest advantage
Presenters:
David L. Mitchell
Executive Vice President
The Greenwood Company
San Francisco, CA
David E. Williams
Senior Director of Gift Planning
Scripps Health Foundation
La Jolla, CA |
You Can Do It! The Successful “Ask”: A Mini-Workshop Facilitated by Madison Institute Faculty
Core skills for philanthropy leaders are asking for gifts and coaching volunteers and staff in the art of face-to-to face solicitations. In this mini-workshop, you will gain practical knowledge, tips and skills that can be used in annual, major, planned or capital gift development and in leading others to success.
Join this workshop led by the faculty that also teaches at AHP’s premiere educational offering, the AHP Institute for Healthcare Philanthropy (Madison Institute).
Presenters:
Richard P. Green, FAHP
Vice President & Chief Development Officer
Queen of the Valley Medical Center
Napa, CA
Ann Thompson-Haas, FAHP
Organizational Consultant
Larkwood Consulting, LLC
Oakland, CA
James DeLauro, Ph.D.
Principal
DeLauro & Associates Consulting
San Diego, CA |
How Philanthropy Impacts the Hospital’s Bottom Line: Strengthening the Relationship with Hospital Executives
Hospital leaders play an important role in donor relations, but too often they don’t understand the real impact of philanthropy on the organization’s bottom line. You’ll learn the multiplier factor of charitable dollars and how to share that important message with operational leaders in order to strengthen your strategic partnership.
Presenter:
Steven Forry, Ph.D.
Director, Major Gifts
Mission Hospital Foundation
Mission Viejo, CA |