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Moving from Tactics to Strategy: Finding the Secret Sauce for Your Gift Planning Marketing (3 viewing locations)

Mid-America Charitable Gift Planners

Tuesday, June 25, 2019 from 12:00 PM to 1:00 PM (CDT)

Ticket Information

Type End Quantity
Members - Midtown - Children's Mercy Foundation
For those who are current members of Mid-America Charitable Gift Planners
2h 52m Free  
Members - South Kansas City - Donor Motivation Office
For those who are current members of Mid-America Charitable Gift Planners
2h 52m Free  
Members - Lawrence - KU Endowment Assoc 2h 52m Free  

Event Details

Bring your lunch to one of three locations listed below to view this webinar. You will have a chance to pose questions to the speaker and discuss with local attendees after the presentation. 

Presenters: Kathryn Miree

Date: June 25, 2019

Program Time: 12:00 - 1:00 p.m. 

With roughly 1.5 million charities marketing to donors, and so many nonprofit events crowding donor inboxes, it is difficult for nonprofit gift planning marketing to stand out. In this webinar, you’ll learn how to review your current gift planning marketing plan to avoid the most common pitfalls and address the biggest challenges. You’ll learn how to put together a plan from the top-down—objectives, that drive strategies, that drive tactics in a way that allows you to identify and build on your organization’s secret sauce. Participants will receive tools such as checklists, best practice examples of key points, and practical advice on what to measure and how to use what your learn. The webinar will give you a new lens on marketing planned gifts and give you a solid platform to communicate with management and coordinate and integrate your campaign into the nonprofit’s organizational marketing plan.

Learning Objectives

  • Raise awareness and recognition of the most common pitfalls and challenges in gift planning marketing.
  • Create an intentional way of walking through the steps to craft a strategic marketing plan to engage the nonprofit's unique donor segments and increase opportunities to close gifts.
  • Learn what to measure and how to use what you learn to improve results, communicate with management, align organizational marketing, and add purpose to donor conversations.

Kathryn Miree, President & CEOP, Kathryn W. Miree & Associates, Inc.

Kathryn W. Miree has more than 30 years experience working with nonprofit organizations and nonprofit boards. Kathryn is President of Kathryn W. Miree & Associates, Inc., a consulting firm located in Birmingham, Alabama, that works with boards and staff of nonprofits and foundations to build fundraising platforms and establish fundraising strategies. She received her undergraduate degree from Emory University and her law degree from The University of Alabama School of Law. She spent 15 years in various positions in the Trust Division of AmSouth Bank before joining Sterne, Agee & Leach to established its trust company and serve as its President & CEO. In 1997 she established Kathryn W. Miree & Associates, Inc.

Kathryn has been actively professionally as past president of the National Committee on Planned Giving, past president of the Alabama Planned Giving Council, past President of the Estate Planning Council of Birmingham, and past President of the Alabama Bankers Association Trust Division. In her community she has served as Chair of the Community Foundation of Greater Birmingham, Chair of United Way of Central Alabama, and Chair of The Altamont School as well as serving in various capacities on more than twenty other nonprofit boards. Kathryn is a frequent speaker at venues across the country, co-author of The Family Foundation Handbook (CCH Publishers 2014) and author of The Professional Advisor’s Guide to Planned Giving (CCH Publishers, 2006).

PLEASE NOTE - YOU MUST REGISTER FOR A LOCATION

Location 1: Midtown
Bill Riek will host the webinar at Children’s Mercy Department of Philanthropy located in Crown Center (not hospital). 2420 East Pershing Road, Kansas City, MO 64108 (2nd Floor). The lunch and webinar will be held in the Pamela Miller and Michael Cummings Conference Room.

Directions/Parking: Please park in the garage on the EAST side of Grand; Garage address: 2475 Grand.  It’s the same one you would use to access the American Restaurant or LEGOLAND.  Download Directions

Once you pull into the parking garage, turn left and drive north until you see office doors that lead to the 2400 building. To the right of the 2400 building is the bank of elevators for the 2420 building. Park near the 2420 elevators and take one to the second floor. Our office is to the right as you exit the elevator.

We will validate your parking, so please bring your ticket with you.

You may arrive as early as 11:30 a.m.

Location 2: South Kansas City
The Donor Motivation Program of Kansas City Offices.  Bill Eckert, CAP® welcomes you to his office at 4000 W 114th St, Ste 180, Leawood, KS 66211.  Map
Phone: (913) 322-9168

Location 3: Lawrence
Kristin Shore is your hostess at the Kansas University Endowment Association - 1891 Constant Ave, Lawrence KS 66047-3743. Map
Parking: Visitor parking is available in front.

Phone: 785- 832-7341

Have questions about Moving from Tactics to Strategy: Finding the Secret Sauce for Your Gift Planning Marketing (3 viewing locations)? Contact Mid-America Charitable Gift Planners
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Mid-America Charitable Gift Planners

MACGP encourages dialogue among donors, professional advisors, and charity representatives. In addition to monthly programs, we also sponsor the Annual Building Blocks of a Planned Giving Conference, a half-day program is designed to present information useful to those wanting to know more about planned giving. The Council also sponsors virtual seminars and other programs for fundraising and allied professionals with related organizations throughout the area.

  Contact the Organizer

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