Nonprofit organizations operate in an increasingly complex society and marketplace. Within this environment, fundraising and capacity building skills are crucial in sustaining, enhancing, and expanding necessary programs and services.
Learn how to build your development program by understanding the donor lifecycle and how to help donors make larger gifts today, as well as plan future gifts.
Participants will acquire a foundational understanding of this increasingly important component of fundraising strategies and will be able to identify and distinguish between the most common planned giving and major gifts vehicles.
Key elements covered in this workshop include:
- Planned Giving:
- What it is, why it is needed in your fundraising toolkit
- How does it fit into a development plan
- How to identify prospects
- Measuring success
- What are the most common planned giving vehicles and strategies
- Major Gifts
- Determining if your organization is ready
- Identify major gift prospects
- Cultivate relationships
- Making the ask happen
- Stewardship and recognition
Additional Investment Information:
*When you register you may notice a Special Rate. What does that mean and who can take advantage of this rate?
- Only applicable to Pillar member ORGANIZATIONS (staff and/or volunteers) that pay a $60.00 membership fee indicating that their operating budget is less than $100,000
- 5 of these spots available per workshop and they are first come first serve.
- If you do not see a special rate listed then the spots have been filled.
- Additional spots may be added at a later date. If you have already registered you cannot apply the discount.
- The special rates are not application to individual members
A lifelong learner, after graduating from Western University in London Ontario, Colleen completed the Professional Financial Planning course (PFP), Canadian Securities course (CSC) and the Canada Trust “Trust Officer Training Program”. She is a full member of STEP Canada (Society of Trust and Estate Practitioners), CAGP and is past Chair of the London Estate Planners Council where she continues to serve as a Director on the Executive Committee.
As Director of Planned and Memorial Giving at London Health Sciences Foundation, Colleen’s mandate is to oversee the estate portfolio and develop the Planned Giving and Memorial Giving Programs through public awareness and education as well as the cultivation and solicitation of planned gifts. By building relationships with existing and prospective donors as well as the Professional Advisors in the community, she serves as a resource to encourage planned giving to benefit London Health Sciences Centre.