Planned Giving – The Basics
Friday, April 24, 2015
8:30am – 4:00pm
Tim Gill Center for Public Media
315 E Costilla St, CSC 80903
Cost (includes hot lunch and robust take-home materials):
$65 for AFP & CPGR members;
$85 for nonmembers
Description:
Planned giving today isn’t only for the large nonprofits that can afford to hire financial and legal specialists. Many small nonprofits are launching successful programs or expanding their informal efforts because of the tremendous value it can bring to their organization. Planned Giving – The Basics is an all-day program focusing on fundamentals about the nuts and bolts of planned giving. This interactive, practical day is designed to provide simple yet specific ideas to help you start or enhance a planned giving program. The agenda includes:
· Overview of gifting methods in planned giving
· Marketing how-to and samples, samples, samples
· Finding the planned giving donor
· Discussions on taxes, legacy societies, face to face visits and direct mail
· And lots of examples to get you started
The program is team taught by:
Jeff Mielke, CFRE, CSPG – Associate Director, Estate and Organizational Giving with the United States Olympic & Paralympics Foundation; President of AFPSOCO and Board Member of CPGR
Dianne Reitan – Development Coordinator, Diocese of Colorado Springs, and Past Treasurer of AFPSOCO
Gina Taranto, CFRE – Director of Philanthropy, Space Foundation; President-Elect of AFPSOCO and Past President of CPGR
Enrollment is limited to 40.
This program sold out the last time it was offered! Register early to reserve your spot.
