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:

Enter Now to Win a Free Planned-Giving Book

I always find January to be a bit of a let-down. By contrast, December is very festive with Chanukah, Christmas, Kwanzaa, Festivus, and New Year’s Eve. But January? January is dark, cold, and filled with post-holiday malaise.

So, I thought I would do something to bring a bit of fun into January.

In honor of the Martin Luther King, Jr. National Day of Service (January 16), publisher John Wiley & Sons and I will be giving away one free copy of my book, Donor-Centered Planned Gift Marketing.

MLK Day recognizes the birth of King while encouraging citizen action. Many in the nonprofit sector have embraced this day to promote volunteerism. Since my book helps nonprofit organizations secure much needed resources, I thought a planned-giving book give-away would be just one small thing I could do at this special time of year.

In a moment, I’ll tell you how you can enter to win. First, I want to say that I think planned giving is a very attractive way for individuals to support favorite charities, especially during challenging economic times.

A few years back, I was trying to explain to my oldest, childless aunt what it is I do for a living. I tried explaining planned giving. Grasping what I was saying, she asked, “Why on Earth would someone give to a charity after they’re dead?” I asked her, “What charities do you support now?” Among the organizations she supports is an animal welfare group. I then asked, “Who’s going to take care of the little puppies and kittens after you’re no longer here to keep writing checks?” Her eyes widened and, in that moment, I think I might have lost my inheritance.

Planned giving allows people to continue to support organizations they are passionate about after they are no longer here to keep writing checks. In addition, planned giving may help donors lower their taxes, pass money and property on to heirs in an efficient way, generate an income, or provide major gifts to organizations without making any sacrifice during their lifetime. All of these benefits of planned giving are magnified during challenging economic times.

For these reasons, among others, I strongly believe that now is a great time to talk with people about gift planning. Today, given economic uncertainty, individuals might be uncomfortable making a significant financial gift out of current cash. However, those same individuals might be perfectly willing to provide some type of deferred contribution or life-income gift.

Only 22 percent of Americans over the age of 30 say they have been approached by a nonprofit organization to consider a planned gift, according to a survey by the Stelter Company. Imagine how much more revenue would be generated if more nonprofit organizations asked more people for a planned gift.

Now, let me tell you how to enter the book give-away.

For your chance to win a free copy of Donor-Centered Planned Gift Marketing, simply comment below.