Gift Planning On The Run

Gift Planning on the Run is a 6-session course designed to assist you in implementing a gift planning program. 

Presented by:
Dallas Council of Charitable Gift Planners   &  Association of Fundraising Professionals, ​Greater Dallas Chapter 
                                     
In Collaboration with The Dallas Foundation

​Sponsored by Thompson & Knight
Veteran gift planning professionals will lead classes that have a donor-centric marketing approach. They will demystify charitable gift and estate planning and guide you step–by–step through the process of creating a practical and successful gift planning program.  Learn to create an effective program without having to become a tax expert or learning the complex details of gift planning vehicles. 


​SPACE IS LIMITED!
Attend this course:
  • To help donors give their ultimate gift to your charitable organization
  • If you are not sure you have the budget, time or trained staff to put a program into action
  • To move donors beyond check book philanthropy and help them make gifts of their most valuable assets
Course content includes:
  • Proven industry best practices
  • Comprehensive start–up ideas with turnkey simplicity
  • Plans and sample materials needed to get started
  • Ideas to create a marketing plan customized for your organization

Course Outline

What is Charitable Gift Planning? – 9/17/19 
​Facilitators:  Michael George and Cathy Sheffield
• Introduction and overview of course
• Organizational readiness and willingness
• The donor life cycle and anatomy of a gift
• Strategic integration of regular, special and ultimate gifts
• Staffing requirements
​
Establishing the Program - 10/15/19 
Facilitators:  Don Linnen and Colleen Sims 
• Elements of a successful program
• Why bequests are a key
• Collateral materials: brochures, documents, and fulfillment pieces
• Gift acceptance policies
• Ethics and model standards of practice
Donor-Centered Marketing - 11/19/19
Facilitators:  Kurt Bartley and Stephanie Marsden
• Developing the case for gift planning
• Buy-in from the board and staff
• Identifying and cultivating prospects
• Customized marketing strategies that are donor centered

December Holiday Break
​No Session!
​
Different Tools for Family Needs – 1/21/20
 Facilitators: Meredith Camp and Kent Weimer 
  • Working with donors on the charitable aspect of financial, estate and legacy planning
  • Exploring appropriate charitable strategies to meet the donor and family goals
  • Using charitable vehicles 
What Your Donor Should Expect - 2/18/20
Facilitators:  Marion Armstrong and Jayne Grimes
• Processing gifts and acknowledgements
• Confidential record keeping
• Fulfilling donor intent
• Calling in the experts
• Creating a legacy society
• Strategies to sustain a gift planning program

Making the Program Work - 3/17/20
Facilitators:  Amy Eaker and Marianne Piepenburg
• Other policies, procedures, issues
• Working with professional advisors
• Resources
• When gift planning is only part of your job
• Next steps for your program
All facilitators are volunteers. We sincerely appreciate their time & commitment to the program. 
Schedule:
Classes are once a month (third Tuesday) from September 2019 through March 2020 from 3:30 p.m. to 5:30 p.m. We will skip December to accommodate everyone’s busy Holiday. 
Location:
The Hope Center
2001 West Plano Parkway in Plano
This is a three-story building at Custer Road and Plano Parkway just north of the Bush Toll Road (PGBT) and two miles west of Central Express (US 75).  Free visitor parking is readily available.  Classes will be held in The Loft on the second floor.  
 
For more information:
Contact Gift Planning on the Run Chair, Don Linnen at 214-693-0008 or dlinnen@eastwest.org