7/25/2012: Best Practices to Advance Planned Giving

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How, when and why to secure planned gifts that bring real returns.

Components and relative benefits of bequests in wills, annuities, a variety of trusts, retirement accounts and other planned gifts to nonprofits are described.

Why nonprofit board trustees, senior managers, advancement professionals, every staff member and stakeholders can help stimulate the easiest gifts to make – planned gifts that secure an institution’s future!

Roles of planned giving newsletters, seminars, financial and legal advisors, board trustees and individual visits.

Takeaways:

Rod Miller helps advance education, health and nonprofit institutions in North America and globally. He spearheads marketing and funding growth – helping to secure substantial funds and initiating strategy and execution for campaigns with goal achievements in excess of $600 million. He brings more than 20 years accomplishment leading institutional advancement, including at QUT, “Brooklyn Poly” at New York University and Cold Spring Harbor Laboratory – and served for seven years as adjunct faculty in fundraising at the Indiana University Center on Philanthropy.

Executive Institutional Advancement Exchange leads strategies to navigate new levels of accomplishment, providing: * Answers to why, when and how to plan and execute best practices for institutional advancement; and * Insights, ideas and creative approaches to help transform advancement efforts.