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Hosted by  Charitable Gift Planners of Connecticut

Program - Using Data to Work Smarter, Forecast, and Celebrate PLUS Proposals That Stand Out: Adding Financial Illustrations to Blended Gift Requests

2.75 CFRE CEs are applied for.
 
Meetings are part of the CGPCT membership benefits.  There is no charge for current members to register (register using options at the bottom, or from the email invitation).
 
Guests are $50 (register and pay using the Pay Now button to the right).  Credit cards accepted online only.       
 
 
The Charitable Gift Planners of Connecticut provides ethically-focused gift planning education, training and advocacy to development professionals, professional advisors, volunteers and donor advisors.
 
CGPCT COVID-19 Event Protocols & Policy -  Please note event attendees are not required to wear masks, but can do so at their option. Event attendees are required to acknowledge and accept the terms and conditions contained in our  Covid-19 Liability Waiver and Affirmation of Conduct Restrictions . Submission of your registration is regarded as affirmation of your acceptance in this regard.
 

Thursday, September 26, 2024
9:00 AM - 12:00 PM Eastern Time

Location
Masonicare at Ashlar Village
74 Cheshire Road
Wallingford   CT  
 



Register and pay now by credit card, debit card, PayPal account or mailed check

Member Registration
Guest Registration

Agenda

 


Valerie Sherman, JD, CFP®
Director of Major and Planned Giving
 Colby College

Sep 26 2024 9:00AM


Using Data to Work Smarter, Forecast, and Celebrate


Valerie will lead attendees through how to obtain, analyze, and present your program's data to work smarter with colleagues, forecast for the future, and celebrate colleagues' good work. We will explore ways to pull and automate reports on realized bequests, life income plans, major gifts, bequest commitments, legacy society members, and gifts from IRAs.

Session objectives:
1. Learn how to analyze the long history of your program for forecasting and strategy.
2. Learn ways to use planned giving data to collaborate with major gift colleagues.
3. Learn to examine data from this year and last year to raise up colleagues and take a moment to celebrate.


M. Angel Flores
Senior Vice President
 CCS Fundraising

Sep 26 2024 10:15AM


Proposals That Stand Out: Adding Financial Illustrations to Blended Gift Requests


Noncash assets are proven to be directly tied to organizational growth. Learn effective ways to include them in your proposals and how to confidently discuss their benefits with your potential and current donors so that you can secure transformational gifts for your organization. Gift Planning Practice Group lead M. Angel Flores will reiterate how gifts of noncash assets impact organizational growth and show you how to add illustrations to your blended gift proposals—with and without software.

Sessions


DateCourse Title/DescriptionStart
Sep 26, 2024 Using Data to Work Smarter, Forecast, and Celebrate Valerie Sherman, JD, CFP® 9:00 A
Proposals That Stand Out: Adding Financial Illustrations to Blended Gift Requests M. Angel Flores 10:15 A


Registration Fee
Member
Free
 
Non-Member
$50.00