Where
Village Baptist Church, Columbia Room A330 SW Murray Blvd
Beaverton, OR 97005
Driving Directions
Contact
Vision Action NetworkVision Action Network
503-846-5792
van@visionactionnetwork.org
Planned Giving 101
Understanding the Three Main Gift Arrangements, How to Market Them and then talk with Donors in the Process…
In this session we will discuss the three, main tools in planned giving which are bequests, gift annuities, and charitable trusts. Each participant will be provided a ‘crib notes’ handout that discusses what the triggering events are for donors as they consider each of these tools. We will discuss how to profile donors in our marketing efforts. And each participant will be given words or phrases donors will often share—which can then ‘launch’ a discussion about planned giving. Finally, participants will learn what questions to ask, and how, as they engage with donors who may be interested in planned giving.
Part 2 of the workshop will be February 22 (sperate cost)
Presenter Bio:
Gene Christian, Charitable Estate Planning Northwest
Gene has 26 years of experience serving nonprofit organizations, primarily in the western United States. He is considered one of the region’s foremost authorities in the fields of planned giving and advancement. He writes regularly for regional and national publications and speaks in conference settings all over the country. He has been quoted in the Chronicle of Philanthropy and has been asked to testify before the Oregon state legislature on matters involving charitable planning. He is seasoned, and has been successful, in virtually every aspect of the development profession. He conducts visioning and strategic planning sessions for the organizations he serves, provides internal program audits, feasibility and campaign planning assistance, multi-faceted marketing plan development, board presentations, and recruitment services.
• Charitable Estate & Planned Giving
• Campaign Planning & Feasibility Studies
• Executive & Development Staff Recruitment
• Visioning & Strategic Planning