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Worthy of the Gift - Three Part Series
Wednesday, July 19, 2017, 1:00 PM - 2:30 PM EST
Category: Focus Webinars

Worthy of the Gift - Three Part Series


Part One: Increasing Wallet Share - July 19
Virtually every organization would like to increase wallet share.  However, focusing exclusively on current giving limits exposure to the donor’s broader “wallet” constraining the opportunity set.  Approximately 10% percent of a donor’s asset base is readily available to fund current cash-based giving.  To broaden your exposure to encompass a donor’s full financial capacity your organization must prepare itself to facilitate larger more complex gifts.  

Part Two: Tying Current Giving to Deferred Giving - July 26
Utilizing your donor engagements more effectively opens the door to more significant financial discussions.  As you approach your donors about potential current gifts an awareness of the larger opportunity set available through “planned gifts” may result in a “win, win” situation in which the donor increases his/her current gift while at the same time considering a more significant deferred gift.  

Part Three: Operating with a Kingdom Mindset - August 2
Operating on your donor’s agenda is the best way to cement the donor relationship.  Ultimately, successful fundraising is dependent on relationship building and trust.  By improving the “worthiness” of your organization to receive a gift, building improved relationships, and focusing on the donor’s full financial capacity, organizations can significantly improve their fundraising ability.  

Learning Objectives - Attendees will be able to:

  • Prepare your organization to receive complex gifts;
  • Manage gift policy and acceptance issues;
  • Administer deferred gifts;
  • Manage fiduciary responsibility;
  • Recognize how the current economic environment impacts your gift opportunity set;
  • Design giving opportunities that reflect what your donors want;
  • Fundraise with a Kingdom perspective.

CPE Credits Sponsor

CPE Credits:

ABACC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

  • Delivery Method: Group-Internet-Based
  • Prerequisites: None
  • Program Level: Basic
  • Advanced Preparation: None
  • CPE Credits: 1.5 per event
  • Field of Study: Management Services - Technical
  • Complaint Resolution Policy

Tickets

  • Free (Members Only)
  • $15.00 CPE Processing Fee (per event)
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