Both Sides of the Legacy Gift: Benefits for Organizations & Donors (In Person or Online)

It’s about the donors!  Join us and find out how to serve your donors in identifying and executing their legacies.  Gain understanding of the family dynamics involved in planned giving.  Learn how to overcome objections, from inside your organization and from prospects.  Getting the meeting may be the hardest part.  Engage your donors in new, long-term relationships, empowering them and your mission.  Free your staff and volunteers to interact with donors about planned giving as they do about annual giving…relating to their passion and your mission…unencumbered by technicalities.

Available through live streaming--participate from your computer or mobile device.  Engage during the training by emailing comments and questions.

Learning Objectives

• Recognize the donors' perspective
• Understand how to make the planned gift a meaningful legacy for the donors and their beneficiaries
• Acquire techniques for getting the first meeting
• Develop tools for continuing the conversation and overcoming objections
• Review the technical components of managing a planned giving program

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 for your organization.

Presenters

Larry Strickland is Director of Legacy Giving, United Way of Central New Mexico.  He works with United Way donors to plan and execute their philanthropic legacies.  Larry has coordinated volunteers in engaging all levels of contributors about their goals for their assets.  In presentations to agency boards of directors and giving groups, Larry encourages connecting a donor’s passion for an organization’s mission with their desire to create their legacy.  Having practiced as an attorney and a CPA, he has been with United Way of Central New Mexico for nine years.

Nell Graham Sale is a partner of the law firm of Pregenzer, Baysinger, Wideman & Sale in Albuquerque, New Mexico. She works with nonprofits in many ways, including starting and executing planned giving efforts.  Her insights come also from her work with clients in estate planning and as a Certified Elder Lawyer.  Nell has an AV Preeminent rating from LexisNexis Martindale-Hubbell and has been selected for inclusion in Super Lawyers and Best Lawyers in America for several years. She is a Certified Elder Lawyer as designated by the National Foundation for Elder Law. She is a member and former board member of the Special Needs Alliance, a national network of disability trust lawyers. She is a fellow in the American College of Trust and Estate Counsel. She received the 2012 award from the Albuquerque Community Foundation for Excellence in Charitable Gift Planning. She also received the 2012 CLE Pinnacle award from the New Mexico Bar Association, receiving the highest ratings for speaking at CLE programs. Her law practice concentrates on taxation, estate planning, estate administration, business succession, disability planning and elder law.

Elaine Solimon is ARCA’s Community Relations Director where she works to grow ARCA's Endowment through cultivating and shepherding Planned Gifts and Special Needs Trusts.  ARCA is a nonprofit organization providing community living and employment services to more than 600 children and adults with developmental disabilities.   Elaine has been with ARCA for more than thirty years, providing leadership for the overall operations and working in partnership with the board, staff families and individuals served.  In December 2011, she retired from her role as ARCA's President and CEO.  Elaine as a Master of Arts degree in Rehabilitation Counseling from the University of New Mexico.