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Vistas Blog Archive

Planned Giving: Here’s What It Is – Here’s What It Takes

Date/Time	Tuesday, July 21st 1:00pm – 2:00pm ET
Cost	FREE
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	How do you know if planned giving is right for your nonprofit? It’s a question being asked by a lot of board members and organization executives, but many don’t know where to go for the answer. This one hour FREE webinar will address which nonprofits should pursue this form of fundraising, the bare bones basics needed for success and the not so bare bones in weighing the pro’s and con’s of this program so the decision can be made based on your own situation. One size does not fit all but this webinar will give you the tools to judge for yourself. You will learn the answers to such questions as: Exactly what is planned giving? Why a nonprofit would need (or not need) planned giving? What is needed to get a planned giving program up and running? What are some possible pitfalls? When is the best time to start a planned giving program? How long does it take to see results and what are reasonable expectations? How can success be judged?
	Who Should Attend? Decision makers connected to nonprofits, including: Nonprofit board members Nonprofit executive directors Fundraising professionals such as development directors
Instructor	Lorri M. Greif, CFRE, President, Breakthrough Philanthropy Lorri M. Greif, CFRE, president of Breakthrough Philanthropy, Inc., has more than two decades of experience in creating and implementing successful major gift and planned giving campaigns for local and national mid-sized nonprofits, and is responsible for raising hundreds of millions of dollars. She has the knowledge of both a seasoned nonprofit fundraiser and a consultant. Lorri is a former board member of Women in Development (WID), and presently holds membership in the Association of Development Officers (ADO), the Planned Giving Group of Greater New York (PGGGNY), the National Council on Planned Giving (NCPG), the American Council on Gift Annuities (ACGA), the National Board of Gift-Planning Consultants for Planned Giving MENTOR™ , and the Program Committee of the Association of Fund Raising Professionals (AFP).
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