Marching Orders: Training Major Gift Officers into a Planned Gift Army

Posted by National Association of Charitable Gift Planners on Sep 25, 2015 8:56:50 AM

Note: Katy’s tips will be put into practice in the Major/Blended Gifts Track at the National Conference on Philanthropic Planning. Major gift officers who need gift planning practice—and planned gift officers who train major gift staff—will work together with the faculty (including Katy) to analyze the motives and options for a loyal donor seeking increased impact.

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Topics: fundraising, planned giving, General, Leadership, NCPP

The Summit: 5 NCPP Storytellers You Won’t Want to Miss

Posted by National Association of Charitable Gift Planners on Aug 20, 2015 4:22:41 PM

We asked André R. Donikian, chairman and founder of Pentera, Inc., now in its 40th year, to design The Summit track for this
year’s National Conference on Philanthropic Planning in Orlando. Here is his take on the speakers he selected for a track designed to appeal to the most experienced gift planners.

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Topics: planned giving, General, NCPP

[Press Release] The National Conference on Philanthropic Planning Will Feature Its First Ever, Live-Theatre Style Production

Posted by National Association of Charitable Gift Planners on Aug 18, 2015 2:32:42 PM

For Immediate Release                                               

For more information, please contact:
Gloria Kermeen Program Manager
317.269.6274 x31 gkermeen@pppnet.org

Tuesday, August 18, 2015

MORGAN STANLEY PRIVATE WEALTH MANAGEMENT AND GRAYSTONE CONSULTING BRING “THE BIG PAYDAY” LIVE, THEATRE STYLE PRODUCTION TO THE NATIONAL CONFERENCE ON PHILANTHROPIC PLANNING

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Topics: General, NCPP, News

Leadership Institute's Spring Story Slam: Case-Based Learning Style Explained

Posted by National Association of Charitable Gift Planners on May 7, 2015 11:53:55 AM

How much do you remember from the last conference session or planned giving council meeting you attended? Chances are that if you were sitting passively, watching bullets fly by on Powerpoint slides, you don’t remember much.

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Topics: philanthropy, planned giving, General, Leadership, NCPP

Seven Metrics that Move the Needle for Planned Gifts

Posted by National Association of Charitable Gift Planners on Jan 21, 2015 12:02:31 PM

Especially since the latest recession, gift planners have been challenged to quantify their effectiveness at work that, from a business perspective, often cannot show immediate returns.  Most would agree that planned gift fundraising has a high return over time, but the margin of error is high and the time period is undetermined and extended—a real conundrum for data-driven management.  When Presidents, CFOs and boards of directors set aggressive, short-term goals, there is a strong incentive to hire a major gift officer to raise $250K rather than a planned gift officer to raise $500K.

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Topics: philanthropy, donors, planned giving, General, NCPP

Letters to a Young Gift Planner

Posted by National Association of Charitable Gift Planners on Nov 22, 2013 10:21:00 AM

In 1903, the poet Rainer Maria Rilke answered letters from 19-year-old Franz Kappus, who hoped to become a poet himself. Kappus published Rilke's advice in Letters to a Young Poet, a book that is less about writing and more about living like a poet. At this year's National Conference on Philanthropic Planning, staff of the Partnership for Philanthropic Planning (www.pppnet.org) followed Rilke's lead and asked a room full of experienced charitable planners what advice they'd give to young people beginning careers as nonprofit gift planners or as estate and financial planners who advise philanthropists. This deck captures common threads in their responses. We invite you to share it with young people whom you feel would be great philanthropy advocates and guides.

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Topics: fundraising, planned giving, General, NCPP