Events

April Morning & Lunch Program | Planned Giving with Pamela Davidson

Morning Forum | 10:00 - 11:30 AM
"What Keeps You Up At Night"

Designed for development professionals with 10+ years' experience 

In gift planning, every day is different and changes from one day to the next. That's why, as development professionals, we must be flexible, accommodating, and always on the lookout for opportunities to "cast our line."  To that end, this session will discuss what impediments exist to our success and why that keeps us up at night from changing leadership that does not understand the goal and methodology, to limited resources and changing priorities that reduce what we can do, to denied access by key prospects, to prospect delays in making their gift, to current and former leadership prospects we don't get to in time, to missed opportunities with colleagues and advisors.  Multitaskers will delight in this talk, for much can be done to create "The Big Assist" through meaning work with colleagues and planning/goal-setting (aka goal setting). 

Lunch Program | Noon - 2:30 PM
"11 Steps Your Charity Can take This Year for Planned Giving Success"

Designed for all development professionals, including small shops

There are steps every charity can immediately take to begin integrating planned gift ideas and appeals into its overall development program, and to introduce planned giving concepts to nearly all of its prospects.  This session will cover eleven no- or low- cost steps, both practical and doable for staff, Board members and volunteers to establish and sustain proactive gift planning and to set activity-based goals in this critical aspect of fundraising.  Both new and existing programs will benefit from this presentation that will include a description of simpler gift options in the materials. 





      Thank you to our Program Sponsor
The North Carolina Planned Giving Council