March 24, 2022 – NCCCGP Winter Event

When:
March 24, 2022 @ 9:30 am – 1:00 pm
2022-03-24T09:30:00-04:00
2022-03-24T13:00:00-04:00
Where:
Virtual
Zoom
Contact:
Nancye Bailey

NCCCGP Winter Event

March 24, 2022

 

9:30-10:50
Carlo Laurore will be presenting: BEST PRACTICES FOR AN EMERGING GIFT PLANNING PROGRAM AND HOW TO REINVIGORATE A LONG-STANDING ONE
Every organization needs a jolt, in this session you will walk away with best practice strategies to revamp and reinvigorate your gift planning program no matter the size or the maturity of your program.

Attendees will learn: Tips for Marketing and selling your organization’s story through digital and print, how to establish a case for support for endowment giving, how to leverage your leadership- using a board campaign to initiate a planned giving campaign, how to leverage stewardship as a source for new gifts and cultivation and more.

10:50-11:30
Breakouts/Networking

  • Newcomers to Planned Giving Chat Room – Becca Watkins and Jim Kelley
  • Marketing Ideas Chat Room – Greg Abeyounis and Tamisha Keith
  • Cautionary Tales in Planned Giving Chat Room – Andrea Jenkins and Susan Gutterman

 

11:40-1:00
Elizabeth Ayers and Cathy Sheffield will be presenting: 7 Keys to Donor-Centric Relationships
We should never forget the basic rules of life, how to treat people in a kind, caring way and how to live our lives with integrity. This highly engaging presentation based on Robert Fulghum’s best-selling book, a chance meeting with Jim Lehrer, and the relationships we have built with our donors will take a funny, insightful and heartwarming look at donor-centric stewardship best practices. Using stories and engaging the audience, the presenters, who have over 40 years’ combined gift planning experience, will share 7 Keys to being the best possible donor-centered gift planner ever!

Learning Objectives:

  • Understand that being donor-centric and organizational-centric are not mutually exclusive and a win-win balance is possible.
  • Focus on the needs of donors regardless of the internal noise and challenges within the organization.
  • Through the use of stories, become better equipped to navigate minefields and recognize and evaluate donor experiences to ensure a more satisfying donor experience.
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