Acquire an understanding of many planned giving instruments and their benefits. Learn how you can use your organization’s stature and your personal skills to maximize a great development opportunity. Want to learn the latest techniques, trends, tax updates, donor communications, and professional development skills that apply to your work? Top experts provide instruction on how to structure gifts, using case studies and research to support their in-depth presentations. Attendees go home with increased knowledge on how to identify and market to planned gift prospects, while gleaning information on how to manage a charitable gift planning program.
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Promotion: Let people know you are here and show off your organization. Discuss more economical enewsletters and email campaigns. |
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Prospect Research: The Internet is a trove of information. Use it to build complete profiles on all of your prospective supporters. |
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Online R & D: Use the Internet to recruit new members and encourage new donors to give you a look. Entice your current members to renew their pledge in the most affordable and convenient possible ways. |
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Volunteer Organization: Using the World Wide Web to mobilize you volunteers for meetings, events, fundraising campaigns, and other general relationship building. |
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Donor Management: an introduction to systems that can locate, contact and communicate with record numbers of established and potential donors. |
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Speaker Profile
Karen A. Barr
President
Davenport & Barr, Inc.
Karen Barr has extensive knowledge in planning and implementing fundraising activities, including establishing successful planned giving programs. Prior to joining Davenport & Barr, Inc., she worked as a professional fundraiser for several charitable organizations over a twelve-year period. During that time Karen was instrumental in securing many planned gifts -- including several six and seven figure commitments. Together with Mike Davenport, Karen is a frequent speaker at seminars and conferences. She is a member of the Partnership for Philanthropic Planning and the Upper Valley Planned Giving Council. |
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