Initiating a Planned Giving Dialogue

Join us and find out how your organization can incorporate planned giving into your fundraising strategies.  Learn what long-term giving options are available to help your donors in creating legacy gifts that support their passions and your mission.  Learn how to talk with anyone about continuing their legacy of giving with a planned gift.

Learning Objectives
- understand what every organization should be doing to attract planned gifts
- focus on the least complicated gifts that account for 80% of planned giving
- know how to access free resources
- know how to start conversations about planned giving

Level
Introductory/Intermediate

Audience
Executive Directors, Development Staff and Board Members.  Attending this program as a group can expedite vertical communication about the elements of the planned giving program your organization should undertake.

Presenters
Larry Strickland and Richard Lamport

Larry Strickland, Director of Legacy Giving, United Way of Central New Mexico works with donors to plan and execute their philanthropic legacies of over 9 million dollars.  He has coordinated volunteers in engaging all levels of contributors about theirs goals for their assets.  In presentations to agency boards and giving groups, Larry encourages connecting a donor's passion for an organization's mission with their desire to create their legacy.

Richard Lamport became the first planned giving officer for the Episcopal Church in 1990.  During his tenure, the planned giving program grew to cover 54 dioceses.  In 1990, he founded Planned Giving Associates, helping social welfare, educational, health, cultural and religious organizations in the Bay Area and nationally start up planned giving programs.  In 2010, together with Joe Bracco, he founded Gift Planning Mentor, which focuses on helping small organizations with limited resources start up or improve their planned giving efforts.  Richard has conducted over 200 planned giving training workshops, was an editor of Planned Giving Mentor, and has served on the board of the Northern California Planned Giving Council and as the dean of the Fundamentals track of their annual conference.