Presentation Topic:
Join AFP San Diego for our annual Richard L. Heinrich Planned Giving Meeting. Attendees will be able to choose from two sessions, When Gifts and Ethics Collide (Advanced) -OR- Fundraising Playbook: Winning the Planned Giving Long Game (General).
When Gifts & Ethics Collide (Advanced)
When an elderly donor calls from ICU and requests a CRT to be funded by her multi-million dollar home in Beverly Hills - what do you do? This case study follows the journey of a gift officer who must consider the moral, legal and ethical ramifications of this large gift from a vulnerable donor. The interactive presentation poses tough questions to attendees, who must decide how they would proceed through each step of the process.
Fundraising Playbook: Winning the Planned Giving Long Game (General)
Fundraising, especially when implementing complex and deferred giving solutions, is like football—look at the whole field, get your donors moving, make the right plays, and keep the momentum going! To be successful on the fundraising field requires an orchestration of play-calling and superior execution as a team. This session will inspire you to get in the game while sharing the right plays needed to succeed.
Featured Speakers:
Kimberly Jetton, MNM, CFRE
Andy Ragone, CGPP, MDiv
Timeline:
11:30 a.m. - 12:00 p.m. Lunch & Networking
12:00 - 1:30 p.m. Presentations