Formerly known as Planned Giving Round Table of Arizona
"Introducing Gift Planning Earlier in Donors’
Cycle of Philanthropy"
Dave Smith, CAP ®
CEO & Founder
Heaton Smith Group
The significant increase in wealth in the US has changed the way many donors think about their family and their philanthropy. Dave will discuss the impact of donor behavior on those who are higher capacity donors – not wealthy, but higher capacity. Importantly, the case for introducing gift planning to younger donors will be presented along with a brief case study that includes donors in their 50s and 60s. Gift instruments utilized by donors in the case study include seven difference vehicles.
Learning Objectives/Takeaways
·Understand why gift officers should introduce charitable gift planning to younger, high affinity/high capacity donors
·Best practice discovery questions for high affinity/higher capacity donors
·Expand the number of donors for charitable gift planning in your portfolio
·Increase the number of blended gifts to your organization
·Increase the number of noncash assets gifted to your
Program is Approved for one (1) hour of CE credit
Program is Approved for 1PT CE Credit
Huge Thank You to this Programs Sponsor!
Arizona Charitable Gift Planners
www.azgiftplanners.org
admin@azgiftplanners.org
602.840.2900 X1
