Top Topics for Planned Giving Groups
Doug White: Ethics of Charitable Planning
Doug White: Ethics of Charitable Planning
Doug White: Ethics of Charitable Planning
A leader in the philanthropy community, Doug White is the author of five books on the sector, an academic, and advisor to philanthropists and charitable organizations nationwide.
As former director of Columbia University's Master of Science in Fundraising Management program, Doug is frequently interviewed by news outlets including Wall Street Journal, PBS, ABC, CBS, CNBC, Los Angeles Times , New York Times and Chronicle of Philanthropy.
In his decades as a speaker, presenter and panelist, Doug has contributed to nearly 1,000 conferences, meetings and more.
No matter the type of nonprofit-related topic you're seeking, Doug brings expertise, warmth and a sophisticated sense of humor to any audience in the charitable sector.
Some of Doug's topics include:
- Abusing Donor Intent
- Board Governance
- Inside the Clinton Foundation
- Organizational Process
Cathy Sheffield: Estate Administration
Doug White: Ethics of Charitable Planning
Doug White: Ethics of Charitable Planning
An experienced front-line fundraiser and nonprofit executive, Cathy Sheffield is a nationally-recognized planned giving expert with 25-years in healthcare, higher education and social services.
She serves on the board of the American Council on Gift Annuities, former Board Chair of the National Association of Charitable Gift Planners. Cathy's credentials include an MBA, CAP, CSPG and CFRE.
With deep knowledge about all types of fundraising and a solid record at top nonprofit organizations, Cathy speaks with conviction about the strategies and qualities that lead to success.
Cathy's talent for explaining even the most technical topics makes her a popular presenter at conferences and sessions nationwide. Your group will feel motivated and confident.
Some of Cathy's topics include:
- Charitable gift annuities
- Complex gifts
- Gifts of non-cash assets
- Gift acceptance policies
Claire Meyerhoff: Next-level Marketing
Doug White: Ethics of Charitable Planning
Claire Meyerhoff: Next-level Marketing
For nearly 20 years, Claire Meyerhoff has been helping nonprofit organizations of all shapes and sizes to communicate the benefits of planned giving to their donors. And she loves it.
A leading expert in nonprofit marketing and communications, Claire has presented at many conferences, meetings and webinars. She serves as volunteer marketing director for the Carolinas Planned Giving Conference.
As a former broadcast journalist, Claire brings a unique perspective to planned giving marketing. Where others see "donors," she sees an audience of one - and knows how to attract and keep their attention.
If you're planning a future session for your AFP, CGP or other fundraising or nonprofit professionals group, Claire will custom-tailor a presentation for your audience.
Some of Claire's topics include:
- Small batch marketing
- Using AI in planned giving
- Perfect donor stories
- Legacy society refresh
Topics for AFP & Generalist Groups
Planned Giving for All
Perfect for your local AFP chapter! Even if you work for a very small organization, planned giving is possible if you know the basics: steward, listen, ask, information, appreciation.
Easy Planned Giving Asks
Asking a loyal donor to consider a planned gift shouldn't be scary. Gain confidence and hear the three easiest ways to ask your supporter for a planned gift.
I'm in charge. Now what?
This session appeals to AFP and other groups of fundraisers who already have a lot on their plate. Suddenly, they're been tapped to be in charge of planned giving. What's next?
Planned giving marketing
Are you maximizing existing communications channels? Need new ways to market planned gifts? This session is packed with practical strategies to reach and engage planned giving prospects.
Legacy Stories: What Works & Why?
What are the secrets to planned giving donor stories? From story structure to snappy headlines, and how to use AI,this session is packed with pro-tips and time-saving tactics.
Hybrid Topics
Take Your Board from Hesitant to Heroic
Your board members CAN be wonderful advocates for planned giving. Learn how to inspire your board - and give them a planned giving project of their own.
How to be Your Orgs Planned Giving PR Person
Can you get media coverage about a planned gift? Of course, as long as it's newsworthy and you know how to pitch it. Join us for tips and tactics in this unique session.
Does Your Legacy Society Need a Makeover?
A legacy society is much more than a list of names. This session highlights a plethora of great ideas to level-up your org's legacy society.
Small Batch Marketing: When Spray & Pray Hasn't Worked
This popular topic explores the idea of "Small-batch" marketing, which can be highly effective and so easy on your budget! Mass mailings or "spray and pray" are pretty much like a Hail Mary pass, so re-think your marketing with this great session.
We've presented our Legacy Stories session from coast to coast, including Lone Star Council of Charitable Gift Planners in Fort Worth, Texas
Claire Meyerhoff with Christina Judge (rt) in Fort Worth
