A Date with Planned Giving

This all-day seminar focuses on Bequests, which represents over 80% of all planned gifts. This is a hands-on and very practical day for you and your NPO. You will come away with simple yet specific adjustments to enhance your current fundraising program, along with the following:

 A toolkit of sample letters, policies, marketing materials to adapt to your NPO

 A template for mining your donor database for bequest prospects

 A marketing strategy for promoting bequests

 The knowledge to accept a bequest successfully and enhance the relationship with the family

 The opportunity to problem-solve with others about real-life situations.

This seminar is team-taught by:

Jim Brozo, CSPG, CFRE –Vice-President with Penrose St. Francis Health Foundation and 2011 AFP/SOCO Fundraiser of the Year

Jeff Mielke, CSPG – Planned Giving Manager with the U.S. Olympic Committee and AFP/SOCO Board member

Dianne Reitan – Financial Assistant with Summit Wealth Group and AFP/SOCO Board member

Gina Taranto, CFRE – Director of Development with Colorado College and Former President of Colorado Planned Giving Roundtable

Questions? Contact Jim Brozo at 719-776-7163