As LACGP Conference Nears, Enter to Win FREE Virtual Access

It’s almost here! From May 25 to 27, you have an opportunity to learn about planned giving from a diverse group of leading experts. Even better, I’m giving you the chance to become one of three lucky people to win FREE virtual access to:

Los Angeles Council of Gift Planners — Western Regional Planned Giving Conference

“Meeting the Moment: Philanthropy’s Role in Healing”

May 25-27, 2021 (Pacific Time)

Presenting Sponsor: The Stelter Company

Click here to see the list of expert presenters.

Click here to see the conference schedule.

Click here to register ($375 for members, $425 for non-members).

To enter for a chance to win FREE online access to the conference, simply comment below or subscribe to my blog site. (Note: Residents of California are not eligible.) I will notify winners by email by the close of Wednesday, May 19.

I’m honored to be among the conference speakers. Here is information about my session:

Get ready to celebrate. You could win FREE conference access.

PLANNED GIFT DONORS ARE NOT WHO YOU THINK THEY ARE

Thursday, May 27, 2021, 9:15 – 10:30 AM (PDT)

DESCRIPTION: If you look at a typical nonprofit website, flip through a charity newsletter, or read newspaper reports, you might come away thinking that it is wealthy white men who make planned gifts. You would not be wrong, but you would be missing the full picture. So, who does engage in planned giving? Researchers have begun to address the question. Together, we will explore the true diversity that exists among planned gift donors. We will also review the images and words that inspire people to make planned gift commitments. Following this session, you will have a better understanding of who gives as well as immediately actionable, easy to implement, low-cost steps you can take to enhance the results of your planned giving program.

I hope you will join me and my fellow presenters for what will be a meaningful conference to help nonprofit organizations secure the resources they need now more than ever. As LACGP says:

You Do Not Want to Miss This

I want to let you know about a great opportunity.

Every summer, the Association of Fundraising Professionals Greater Tampa Bay Chapter and the Charitable Gift Planners of Tampa Bay join forces to host a planned giving symposium. Unfortunately, due to the COVID-19 pandemic, this year’s in-person conference on August 18 is being replaced with an online symposium. While this is disappointing for the good people of the Tampa Bay region, it’s great news for fundraisers around the world who will now be able to participate in the program.

Philanthropy researcher Dr. Russell N. James III, JD, CFP^® and I are honored to be the featured presenters for the conference. Here are the details:

2020 VIRTUAL PLANNED GIVING SYMPOSIUM ~ THE ART AND SCIENCE OF PLANNED GIVING

TUESDAY, AUGUST 18, 2020

9:00 AM – 11:30 AM (EDT)

SESSION 1: Legacy Fundraising — The Best of Times or the Worst of Times?

PRESENTER: Michael J. Rosen

Pandemic. Protests. Riots, Looting. Unemployment. Recession. Those are some of the words that we can use to describe much of 2020. So, considering this chaotic environment, can you seek legacy gifts now or should you wait? Rosen, a consultant and author, will share the research-based risks and opportunities. He’ll examine a real world case of what not to do. In addition, he’ll provide useful, easy to implement tips on what you can do to help reach your planned giving objectives even during challenging times.

SESSION 2: Using Storytelling in Legacy Fundraising — New Findings, Ancient Origins and Practical Tips

PRESENTER: Russell N. James III, JD, PhD, CFP^®

Connecting with the donor’s life story in the right way can be a powerful trigger for legacy giving. But, how do we do that? Professor James shows how understanding the ancient origins and the latest research findings leads to simple, effective, practical techniques that anyone can use to more effectively encourage gifts in wills.

SESSION 3: An Open Conversation with the Planned Giving Experts James and Rosen

In an informal conversation, James and Rosen will answer your questions about planned giving. This interactive session gives you the opportunity to ask the experts for insights and tips to help you enhance your gift planning efforts.

FEE: For members of AFP-GTBC or CGP-TB, the symposium fee is $10. For all others, the fee is $15.

REGISTRATION: For more information and to register, you can go to the AFP-GTBC website or the CGP-TB website.