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Friday, September 13 • 11:15am - 12:45pm
The Creation and Implementation of a Gift Policy and Marketing Planned Giving

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Reports say that trillions of dollars are going to be transferred to the next generation. But how do you have the nets in place to catch it?

In this session, you’ll learn the basics of establishing a gift acceptance policy.

  • -       What do you say to a person wanting to give you a piece of property?

  • -       Where do people go if they want to learn how to give a gift of stock?

  • -       How do you sort out a gift of closely held stock in a family company?

  • -       What kind of wording should a donor use if they want to leave your nonprofit in their estate?

We’ll look both at the basics of a setting up a gift policy for your attorney to review and we’ll explore ways to market different gift options to your donors. We’ll even look at identifying some of your easiest prospects. 

Note: While we’ll be exploring cursory legal issues, this session should not be deemed as legal advice. This is offered as one fundraising practitioner to another.


Richard Balmadier

Director of Planned Giving, Catholic Relief Services

avatar for Marc Pitman

Marc Pitman

Founder, FundraisingCoach.com
Marc A. Pitman is the author of “Ask Without Fear!” and founder of FundraisingCoach.com and the weekly email service “Fundraising Kick.” Marc’s expertise and enthusiasm has caught the attention of such organizations as Reuters, CBS, Fox News, and the Chronicle of Phi... Read More →

Friday September 13, 2013 11:15am - 12:45pm CDT
Fort Worth 5

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