Please mark your calendars for Friday, November 13th for the NPD seminar and luncheon. Make plans to attend. Further information will be sent out in early Fall.
The morning seminar will feature Brian Sagrestano who will be sharing the program:
Using Gift Planning to Increase Current and Future Revenue: Back in the “old days,” planned giving was for old, wealthy people who wanted to make deferred gifts. But in the 21st century, we use gift planning to help our prospects make all types of current and future gifts by assisting them to integrate philanthropy into their tax, estate and financial planning. In this session, Brian will share the core elements needed for a basic gift planning program and how to leverage those elements into more and larger gifts for your organization both today andtomorrow.
Reinventing Planned Giving for the 21st Century Donor: The behavior of donors has shifted over the last decade. With the Traditionalists (Depression, World War II and Post-War Generations, born pre-1946) past their peak earning years, the New Philanthropists (Leading Boomers, Trailing Boomers, Generation X and Millennials) behave fundamentally differently when considering philanthropy. Brian will present the findings from his award-winning book with co-author Robert E. Wahlers, The Philanthropic Planning Companion (Wiley 2012), suggesting best approaches for the Traditionalists and new ways to engage the New Philanthropists in planned giving and giving overall.
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