Half-Day In Person Workshop - March 16, 2022, @ 8:30 a.m.
Looking to build a planned giving strategy or brush up on your skills? Join AFP SC Lowcountry and the South Carolina Planned Giving Council as we take a deep dive into all of the important dos and don'ts of helping your donors navigate their legacy giving options. Four dynamic, experienced fundraisers will present at this half-day workshop for organizations of all sizes—and of course, there will be time to network with your peers as we overlook the beach at Isle of Palms. Breakfast will be provided. We can't wait to see you!
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WORKSHOP SESSIONS
Legacy Giving Discussions - Where Do I Start?Led by Bill Yaeger, CFRE, FCEP; Senior Director, Donor Legacy Planning; The CitadelSession description: Have you ever wondered how to start a discussion about planned gifts, especially when the topic and information can be really personal? In this presentation, Bill will walk you through some strategies for getting the information you need and ways to start these discussions.
I Love You Like Family...Led by Beth Wingard, AWMA, FCEP; Vice President; Thompson & AssociatesSession Description: Creating Donor-Centered Relationships that Lead to Transformational Giving. Fundraising is both art and science. It is a skill that can be taught and improved with experience. But what makes a donor take the leap from sometime friend to family? Is it science? Is it art? Is it a little magic? In this session, we will explore our role in deepening relationships in a way that honors the dual trust our organizations – and our donors, place in us. And we will discuss how this approach can open a donor’s heart and mind to making the ultimate gift to your organization.
Planned Giving 101Led by Karen Petrucelli; President; KP Consulting and Brian Sheetz; Executive Director; Methodist Foundation of OhioSession Description: Planned Giving can be intimidating. Every organization can have a successful program with the proper tools and resources. This session will provide you with an easy-to-understand guide to start or enhance a productive planned giving program. You will walk away with an action plan to implement a program to produce increased revenue for your organization.