Building networks between advisors, donors and charities is more important than ever before, with studies showing that more gifts are raised with the help of professional advisors. This track explores the interrelationship between the key players in cultivating donors and closing gifts. Network marketing principles are explored with an emphasis on how they can be used to raise planned gifts.
The Keys to Building a Successful Professional Advisory Council
Nonprofit organizations are increasingly turning to professional advisory councils to perform a variety of important functions. When organized properly, council members serve as ambassadors for the organization - building bridges into the community and providing a specialized expertise that may be missing from the current board or staff. Drawing on his experience as a charitable consultant, Doug will teach you how a well organized professional advisory council can do much to help an organization fulfill its mission.
Instructor: Doug Corbin
Show Them the Money - Understanding and Working with Advisors
How do charities work with advisors to achieve a win-win outcome? Working with professional advisors is an art and one that every gift planner should learn to perfect. Lani focuses on how to build one-on-one relationships with advisors that create gift closing opportunities.
Instructor: Lani Starkey, CPA, LLM
Network Marketing: How to Multiply Yourself and Your Organization
One of the best ways to multiply yourself and encourage people to consider planned giving (either as a way to achieve charitable aspirations or as a charitable alternative in reaching non-charitable goals) is by effective networking with professional advisors. Learn how to build philanthropic relationships and mutually beneficial connections with these important centers-of-influence. Steve includes a practical and proven system to encourage planned giving inquiries.
Instructor: Steve Mourning
Maximize Your Charity Connections
Are there groups or individuals that you as a charity have connections with, but aren't helping you make contacts for planned gifts? If you are like many charities, you have a network of circles that includes volunteers, friends, local supporters, retired and current staff, alumni, and more. Based on his experience as a former planned giving officer and publisher working with charities across the country, Roger will show you how to maximize your charity connections to harvest lasting gifts for your organization.
Instructor: Roger Schoenhals
