2023 Bootcamp Sessions 2 and 3

When:
February 23, 2023 @ 8:00 am – 12:00 pm
2023-02-23T08:00:00-06:00
2023-02-23T12:00:00-06:00
Where:
The Lodge Des Peres
1050 Des Peres Rd
Des Peres
MO 63131
Cost:
$130 Member, $160 Non-Member

Session 2: How to Jump Start Your PG Program: A Case Study

About the Presentation
Using a PG Calc case study, we’ll look at how to create a sustainable planned giving program that fits your organization. We’ll examine the importance of your legacy society and balancing portfolio work with marketing and program management. We’ll also help you leverage metrics and your database to improve and measure success.

During this session, you will learn:

  • How to measure performance and metrics to motivate success.
  • How to create a sustainable planned giving program that fits your organization.
  • Examine the importance of your legacy society and balancing portfolio work with marketing and program management.
  • Understand the importance of your database and estate administration in addition to fundraising.

A light breakfast will be served before this session.

 

Session 3: Meeting Buster Mayberry: A Gift Planning Conversation Lab

About the Presentation
Buster Mayberry is a long-time donor to High State University, but no one really understands why he’s been loyal, or what might increase his giving. During this highly interactive program, you will meet “Buster,” and using clues from his donor file, you will attempt to uncover his passions and move his philanthropy to a new level.

During this session, you will learn:

  • Give inexperienced gift planners a chance to practice conversation with a planned/blended gift prospect. Help them develop their own language for talking with supporters.
  • Give experienced people a chance to coach and model effective practices.
  • Build relationships among council members as they collaborate to understand and appeal to Buster.
  • Provide a safe place to make and recover from mistakes. Provide constructive feedback.

A boxed lunch will be served after this session.

About the Presenter
Jeffrey Lydenberg
Vice President, Consulting
PG Calc

Jeff joined PG Calc in 1999 as a planned giving consultant where he advises clients on staffing, policies and procedures, gift design and marketing. Before that, Jeff practiced law with Thompson, Hine and Flory. Jeff is a member of the Greater Cincinnati Planned Giving Council and is a past board chair of the Partnership for Philanthropic Planning.

 

 

 

 

 

Continuing Education:

CFRE –Full participation in How to Jump Start Your PG Program: A Case Study and Meeting Buster Mayberry: A Gift Planning Conversation Lab is applicable for 4.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.