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OVERVIEW |
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Locations/Directions
Conference Overview
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TITLE: |
Planned Giving |
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CITY: |
Cincinnati |
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DATE: |
Thursday September 24th, 2009 |
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Time: |
4:00pm-5:15pm |
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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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Speakers Profile
Daniel M Linguiti, JD, CFRE
Principal
Daniel M Linguiti
Charlene Tarver, JD, LL.M.
Director of Planned Giving
PHOENIX CHILDREN’S HOSPITAL FOUNDATION
PHOENIX CHILDREN’S HOSPITAL FOUNDATION, Phoenix, AZ 2007-PresentExecutive Director of Planned Giving. Oversee all aspects of charitable estate and tax planning for Phoenix Children’s Hospital. Manage probate administration, trust administration, securities transfer operations, and real estate transactions for the Foundation’s Office of Planned Giving. Oversee and lead a team of tax attorneys, estate planners, investment bankers, and financial planners in identifying and soliciting clients who are interested in designating estate gifts to the Hospital. Draft charitable trust and annuity instruments and gift planning policies and procedure. Other core responsibilities include strategic plan development, budget management and program marketing.
FRIENDS OF THE ORPHANS, Mesa, AZ 2006-2007 Director of Major and Planned Gifts. Responsible for design and implementation of major gifts program, including donor identification, cultivation and solicitation; committee development; drafting of major and planned gift acceptance policies and procedures; and creation of gift recognition societies. Conducted trainings and seminars on major and planned giving for national and regional offices and board members; drafted national and regional grants; and collaborated with prospects and their financial and legal advisors regarding the tax treatment of planned gifts. Overseas travel included: Haiti, Dominican Republic, and Mexico.
ASU FOUNDATION, OFFICE OF PLANNED GIVING, Tempe, AZ 2003-2005 Associate Director. Responsible for all phases of prospect identification, cultivation, solicitation and stewardship for 13 ASU units (including ASU Athletics and the Colleges of Law, Nursing, Education, Engineering…). Drafted planned gift instruments, donor proposals, and Crescendo calculations. Conducted planned gift marketing, internal and external planned gift presentations, and stewardship activities for donors and professional advisors. Closed $7-9 million in year one. |
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