What’s the Next Step? Starting or Improving Your Planned Giving Program

About this event

Date

Thursday, February 20, 2020
8:30 a.m. – 10:30 a.m.
Presentation at 8:30 a.m., Networking at 10:00 a.m.
Light Breakfast Provided

Event Description

Title
What’s the Next Step? Starting or Improving Your Planned Giving Program

Presenter
James K. Phelps J.D., ACFRE, JKP Fundraising LLC

Planned giving programs can provide substantial long-term support for an organization, but planned giving often gets put on the back burner as we focus on the most immediate needs and goals. How do you allocate time to planned giving when you are struggling to make your annual giving goal? This session will help you determine your next steps whether you are starting out or looking to improve your current planned giving program. 

You will learn: 

• basic components of a planned giving program
• about your organization’s current capacity for using planned giving vehicles
• some common and innovative ways to market planned gifts
• how to engage volunteers in the planned giving solicitation process
• easy ways to recognize and steward planned giving donors

This program is designed for those with no or little experience in planned giving. Development staff should encourage board members and executive directors to join them for this presentation. 

Area of Nonprofit Excellence – Governance

Every learning opportunity NAO offers is aligned with one of nine areas of our Principles and Practices for Nonprofit Excellence that NAO believes are critical to every nonprofit’s effectiveness and success. Diversity, equity and inclusion are essential for a thriving, effective and successful nonprofit; therefore, DE&I is embedded across all nine areas. This event focuses on Governance. For additional resources in this category, visit: Governance.

About the Presenter

James K. Phelps J.D., ACFRE, JKP Fundraising LLC James K. Phelps, J.D., ACFRE is a graduate of the University of Oregon and the University of Oregon School of Law.  He began his professional development career in 1990. He worked as the Executive Director of Lane County AIDS Hospice Services and Salem Outreach Shelter. He served as the Library Development Officer at Fort Vancouver Regional Library District, Major & Planned Giving Manager at Planned Parenthood of the Columbia-Willamette and Development Director at the American Civil Liberties Union of Oregon. Phelps currently serves as the Principal for JKP Fundraising LLC.  James is a past member of the Association of Fundraising Professionals (AFP) Board of Directors, Past President of the Oregon and Southwest Washington Chapter of AFP, Past President of the Nonprofit Network of Southwest Washington Board of Directors, and a current member of the AFP Foundation Fundraising Board. He has presented for the AFP International Conference on Fundraising, Nonprofit Association of Oregon, Willamette Valley Development Officers, Nonprofit Network of Southwest Washington, Mid-Valley Development Professionals, and the Oregon & SW Washington, University of Oregon Collegiate and Portland State University Chapters of AFP. Phelps acquired his Advanced Certified Fundraising Executive (ACFRE) in 2011.

Cost

$25 NAO Member 
$50 Nonmember

If you are logged in as an NAO member you will see your member discount reflected in the cost listed on the following registration page. For questions about this event, or trouble registering contact [email protected].

Location