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Event Details
FREE SEMINARS
October 23, 2009
Gifts of Stocks, Bonds and Mutual Funds
9:30 am -- 10:30 am
Many of your donors own highly-appreciated stocks, bonds, and mutual funds. These assets can become major gifts for your organization. This seminar provides you with training practical on marketing strategies, gift acceptance issues, asset transfer procedures, and the tax benefits. See why some donors prefer to give stocks and bonds, rather than cash. Learn how to ask for these gifts and -- just as importantly -- how to handle the transaction. Taught by John Elbare, MBA, CFP. Free
Managing a Major Gifts Program
11:00 am -- 12:00 noon
Are you systematically identifying qualified major gift prospects, developing strategies for approaching them? cultivating and soliciting them for major gifts? If not, you should be. If you have a loyal base of support, you have potential major gift donors who are waiting to asked. Major gifts provide the high-stakes payoff for all of the hard work you do in building your donor base. Learn how to identify them, approach and solicit them. Taught by John Elbare, MBA, CFP. Free
Seating is limited - You must register online in advance
Attendee List
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When & Where
Girl Scout Conference Center
5002 Lemon Street
Tampa,
FL 33609
Friday, October 23, 2009 from 9:30 AM to 12:00 PM (ET)
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Hosted By
Florida Philanthropic Advisors, LLC
