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Transformational Gifts: Using Philanthropic Planning To Partner with Prospects and Advisors (Lunch & Webinar)

AFP NEPA Chapter

Thursday, January 24, 2013 from 12:30 PM to 2:30 PM (EST)

Transformational Gifts: Using Philanthropic Planning...

Registration Information

Registration Type Sales End Price Fee Quantity
Member of AFP Ended $25.00 $0.00
Member of NCAC Ended $25.00 $1.62
Not-Yet Member of NCAC or AFP Ended $35.00 $2.92
On-Site Registration Ended $40.00 $0.00

Share Transformational Gifts: Using Philanthropic Planning To Partner with Prospects and Advisors (Lunch & Webinar)

Event Details

Webinar Presentation at The Woodlands Inn.

For the last forty years, charities have focused their high-end fundraising on unrestricted gifts from the Traditionalist generations (born Pre-1946). With the rise of the "New Philanthropists" (born 1946-present), there has been a significant generational shift in the donor base. In this session, Brian will share the latest research from his book with co-author Robert E. Wahlers, The Philanthropic Planning Companion: The Fundraisers' and Professional Advisors' Guide to Charitable Gift Planning, exploring why charities and professional advisors must use a collaborative, philanthropic planning approach when working with high net worth donors from these rising New Philanthropists. Special attention will be given to the common elements from philanthropic planning efforts from Princeton, Harvard, the Heritage Institute and others. 

 
At the conclusion of this session, participants will:
  • Understand the shared values of different generational cohorts and what motivates their giving
  • Understand the opportunities for their practice/organization if they embrace a philanthropic planning approach for high net worth prospects/clients
  • Identify the best practices for shaping a practice or charitable organization to work with hight net worth individuals in philanthropic planning

Target Audience 
Advanced Level presentation. It will apply the information on generational cohorts to principal gifts/high net worth prospects. 
 
About the Presenter:

Brian M. Sagrestano, JD, CFRE is the Founder of Gift Planning Development, a gift planning consulting firm, and co-author of the Philanthropic Planning Companion: The Fundraisers' and Professional Advisors' Guide to Charitable Gift Planning. He is a nationally recognized speaker on gift planning topics, having presented multiple times at the AFP International Conference on Fundraising, the National Conference on Philanthropic Planning, the American Council on Gift Annuities Conference, the Crescendo Practical Planned Giving Conference and many regional and local events.
 
 

REGISTRATION IS ONLINE OR VIA AT-THE-DOOR CHECK PAYABLE TO "AFP". NO SHOWS WILL BE BILLED
Have questions about Transformational Gifts: Using Philanthropic Planning To Partner with Prospects and Advisors (Lunch & Webinar)? Contact AFP NEPA Chapter
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When & Where


The Woodlands Inn
The Woodlands Inn
1073 Highway 315
Wilkes-Barre, 18702

Thursday, January 24, 2013 from 12:30 PM to 2:30 PM (EST)


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Organizer

AFP NEPA Chapter

The Association of Fundraising Professionals (AFP) represents more than 30,000 members in more than 200 chapters throughout the world, working to advance philanthropy through advocacy, research, education and certification programs. The association fosters development and growth of fundraising professionals and promotes high ethical standards in the fundraising profession. The Northeastern PA chapter sponsors monthly luncheons, seminars, and continuing education workshops for nonprofit organization professionals in the Greater Scranton/Wilkes-Barre area. More information available at http://www.afpnepa.org.
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