Planned Giving on One Hour a Week

Speaker: Dan Harris, Wells Fargo Charitable Management Group 2007 Colorado Planned Giving Roundtable President

Free for AFP and CPGR members; $20 for nonmembers

 You’ve heard about planned giving, and you know that it can be an important source of gifts. Maybe you’ve put “Start a Planned Giving Program” into your 2009 “to do” list. But where do you start? What do you need to know about the many different gift planning strategies? What are the best places to invest your precious time for planned giving success?

At this presentation, you will learn:

• Why Planned Giving is worth your time
• How to explain PG to your senior staff and board, and get their buy-in
• Which of your donors are the best PG prospects
• What you need to know (and not much more!) about the many PG vehicles
• How to take advantage of the existing resources such as Partners for Philanthropic Planning’s (formerly National Committee on Planned Giving, NCPG) Leave a Legacy ® Program, and
• The TOP TEN things to do to get a PG program started