Topic: Planned Giving Nuts & Bolts
Summary of presentation: What is involved in planned giving? Where do I start? How do I incorporate planned giving without a budget? Is this something I can do myself? How will planned gifts benefit my organization? How do I do this?! If you’ve asked yourself any of these questions, join me in this session where you’ll walk away with a better understanding of what planned gifts are, what they can yield, and how you can easily cultivate them with a few action steps and minimal or no cost.
• How to prepare your “fundraising house” for planned gifts
• How to quickly and easily include planned giving in marketing and donor
correspondence; How to quickly and easily identify planned giving prospects
• How to have the planned giving conversation
About Shelly: With a background in law and social welfare, Shelly is a fund development professional who has raised more than $25 million in the social service, education, and arts sectors. In between work and raising two rambunctious boys, she volunteers as board president of the Mid-America Chapter of the Association of Fundraising Professionals, and as board treasurer and fundraising chair for Show Me KC Schools.