|
The majority of our events are held on the 2nd Wednesday of the month, September thru June, unless noted below.
Please mark your calendars!!
September 10, 2008
10:45-11:45 am Nuts & Bolts Speaker: "60 Minutes on Charitable Remainder Trusts" with Joe Bull, Senior Philanthropy Officer for Global Priorities The Nature Conservancy
12:30pm-1:30 pm Luncheon Speaker: "What’s Wrong With This Gift?" with Joe Bull, Senior Philanthropy Officer for Global Priorities The Nature Conservancy
More info
Wednesday, October 8, 2008
10:45-11:45 am Nuts & Bolts: "Designing a Basic Marketing Plan for Your Planned Giving Efforts" with Rob Blizard, Director of Gift Planning at George Washington's Mount Vernon
 So, your boss asks you to take the reins for next year’s budget and design a marketing plan for your organization’s planned giving programs. Yikes! Where do you start? What do you include? How can you design your budget for maximum effectiveness? This nuts-and-bolts session will discuss some of the basics of putting together a plan for spending your money wisely with a focus on making your plan successful, user-friendly, and responsive to upper management. Rob Blizard, Director of Gift Planning at George Washington’s Mount Vernon, will lead an interactive session during which the group together will design a rudimentary plan.
12:30-1:30 pm Luncheon: "The Millionaire Donor Next Door" with Steve Moyhla Jr., CFP, Bridgeland Wealth
Wednesday, November 12, 2008
10:45am -11:45 am Nuts & Bolts: Speaker TBD
12:30pm-1:30 pm Luncheon: " Dead Wrong Marketing: The 13 Sins"
with Viken Mikaelian
 In this presentation, Viken examines successful tactics that for-profits use to increase sales, what non-profits can learn from them, and how to avoid mistakes that alienate prospects and squander limited budget resources. Through concrete examples of good and bad marketing pieces, he emphasizes the important role the Internet plays in planned giving marketing and suggests additional alternative marketing options. He also explores how the new generation of donors differs from traditional prospects. Attendees will learn how to select the best planned giving prospects and reach them in ways they never thought possible.
Wednesday, December 10, 2008
10:45am-11:45 am Nuts & Bolts: Speaker TBD
12:30pm-1:30 pm Luncheon Speaker: Fred Tansill, Esq. (Topic: TBD)
Wednesday, January 14, 2009
Speaker: TBD
February Forum (Tentative Dates) Wednesday, February 11 or Thursday, February 12, 2009
Please check back for details
Wednesday, March 11, 2009
Speaker: TBD
Wednesday, April 8, 2009
Speaker: TBD
2009 Planned Giving Days Conference will be held May 14 - 15
Location: Hilton Arlington (Ballston)
Wednesday, June 10, 2009
Speaker: TBD
Program Schedule
Registration and Seating: 10:15 am - 12:00 pm
Nuts and Bolts starting: 10:45am - 11:45am
Lunch Service Begins: 12:00 pm
Welcome, Announcements, Introductions: 12:15 pm
Guest Speaker Presentation: 12:30 - 1:30 pm
|
|
