Implementing a Successful
Planned Giving Program

Thursday, March 8, 2018

A primer for development professionals, agency executives and board members in small shops, this session is a good refresher for experienced development professionals. Learn which planned gifts to promote and how a program to attract them can be established quickly and inexpensively. In addition to resource rich handouts, participants will be guided to build a relevant budget and timeline that can be implemented anywhere. 

 
Learning Outcomes: 
At the conclusion of this session, participants will: 
1.  Understand how basic planned giving vehicles work. 
2.  Know which planned gifts to promote. 
3.  Be able to inaugurate and promote a planned giving program. 
4.  Build a realistic planned giving program budget. 

About the Presenter:

 Alexander “Sandy” Macnab, FAHP, CFRE, is President of Alexander Macnab &     Co., a fundraising consulting firm he founded in 1994. The creator of nationally   recognized annual and planned giving programs, he has conducted feasibility   studies, counseled capital campaigns, and provided planned and major gift
 support to clients throughout North America. He’s the former Asst. Vice President   for Development at St. Francis Hospital in Evanston, Illinois who earlier founded   and was Executive Director of Earn and Learn, a skill-building program for public school students with a wide range of learning and adjustment problems in grades 6-9. Sandy is an AFP Faculty Training Academy Master Teacher, and member of its first class, an Adjunct Professor in the School of Business and Nonprofit Management at Chicago’s North Park University where he teaches graduate and undergraduate courses on planned giving and marketing the annual fund. He is a former board member of the Chicago AFP Chapter and a former board member of the Chicago Council on Planned Giving who received its Johathan Heintzelman Award for service to the planned giving profession.