Survey Says! (Theirs AND Yours) For Identifying Planned Gifts

Thursday, January 11, 2018

Join us on January 11 for the first Quarterly Luncheon of 2018!

We’ll first analyze key findings from various national development studies (“Their” surveys) to recognize the massive potential in planned giving with the “boomers” emerging and successful strategic approaches tested in “big data.”

Next, we’ll cover how your organization can develop your own customized - yet simple - survey research (“Your” survey) to identify key findings unique to your organization. This includes the best strategies and mediums to effectively engage your donors with results as high as 25% response!

Presented by Renee Durnin, CFRE, Director, Agency Services ,Gabriel Group

 Renee specializes in leveraging analytics and building effective fundraising campaigns
 for planned giving and outright giving for various nonprofits across the country.

 For the past 12 years she’s led a team responsible for generating successful results for   clients such as The Salvation Army, World Vision, Project HOPE, YMCA, Ronald Reagan   Presidential Foundation, The UN Refugee Agency, The George Washington University   and various regional food banks across the country.

Ms. Durnin is an active member of the National Association of Charitable Gift Planners, St. Louis Planned Giving Council, Association of Fundraising Professionals, and the DMA Nonprofit Federation, and speaks regularly at various national and local nonprofit conferences. She graduated magna cum laude with a B.A. degree in Communications from Truman State University and acquired her CFRE (Certified Fundraising Executive) certification in 2009.

Special NOTE:

Please note the earlier starting time of 12:05 PM.

Aaron Berglin, CFP Merrill Lynch and Pat Worth, CPA Chortek, LLP will present an economic outlook for 2018 and the impact pending tax legislation may have on philanthropy in the coming year.

 

Schedule of events: 11:30 AM - Registration & Networking 11:45 AM - Lunch 12:00 PM - Welcome and Announcements 12:05 - 12:55 PM - Presentation by Renee Durnin, CFRE, Gabriel Group 1:00 - 1:30 PM - Economic Outlook for 2018      Aaron Berglin, CFP, Vice President, Wealth Management Advisor, Merrill Lynch      Pat Wirth, CPA, CVA Partner, Chortk, LLP Program Fee: Planned Giving Council Members: $35 Non Members: $45 Rates increase by $5 after January 5.  Additional $2 fee applies for credit card processing.   Hope to see you on January 11!

Register Now!