 |
| |
|
| |
|
| |
OVERVIEW |
 |
| |
Location/Directions
Conference Overview
|
| |
|
|
| |
TITLE: |
Planned Giving |
| |
CITY: |
Dallas |
| |
DATE: |
Tuesday October 28th, 2008 |
| |
Time: |
3:15pm-5:00pm |
| |
Price: |
$45 |
|
|
 |
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.
|
| |
|
| 1. |
|
Promotion: Let people know you are here and show off your organization. Discuss more economical enewsletters and email campaigns. |
 |
| 2. |
|
Prospect Research: The Internet is a trove of information. Use it to build complete profiles on all of your prospective supporters. |
|
| 3. |
|
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. |
|
| 4. |
|
Volunteer Organization: Using the World Wide Web to mobilize you volunteers for meetings, events, fundraising campaigns, and other general relationship building. |
|
| 5. |
|
Donor Management: an introduction to systems that can locate, contact and communicate with record numbers of established and potential donors. |
|
|
|
|
| |
Stephen Eck
Director of Planned Giving
Oklahoma Christian University
Stephen began working for Oklahoma Christian University on September 1, 2000 as Director of Advancement for OC’s Portland, Oregon branch campus, Cascade College. In August 2004, Stephen and his wife Megan moved to Oklahoma City where Stephen began working at Oklahoma Christian as the Director of Alumni Relations, while attending law school in the evenings. After spending two years as the Director of Alumni Relations, Stephen began his current position as the Director of Planned Giving in August 2006. Stephen graduated from Oklahoma Christian University in 1992 with a B.A. in Bible. In 1998 he graduated from MidAmerica Nazarene University, in Olathe, KS, with a Master's of Business Administration. Stephen is married to Megan (Thomas '93) They have two children, Elijah Thomas, and Meredith Leigh. |
| |
Bill Hawkins
President
GRANDgift Systems
Bill Hawkins is president of GRANDgift SYSTEMS, a unified gift-funding product and gift-administration service for institutions seeking planned gifts from small donors. Located in Austin, TX, the principal focus is delivering a no-cost turn-key program to the full spectrum of nonprofits, particularly those with large needs, thin budgets and small staffs.
Bill and his wife raised their children in Dallas, TX. Because of his experience as president of the Parent-Teachers Association of The Winston School-Dallas where the principal responsibility was raising money, with Trinity Christian Academy in Addison where his children received exceptional educations and, presently, with similar schools in Houston where his grandchildren are forming social, spiritual and academic foundations, Bill is committed to the education sector in general and to privately-supported schools in particular.
He holds a BBA in Marketing from the University of Oklahoma, has spoken at the Houston Fundraising Summit sponsored by the Center for Nonprofit Success, is an affiliate member of the Austin chapter of the Association of Fundraising Professionals, and served as a consultant on product development and strategic planning for insurance companies in the U.S. and Canada. GRANDgift SYSTEMS is a wholly-owned specialty division of Equitable Life & Casualty Insurance Company. |
| |
| GO BACK |
|
|
 |
|
|
 |
|
