AFP San Diego
Audio Conference
Thursday, June 7, 2007
Sponsored by
The Samuel I. & John Henry Fox Foundation
at Union Bank of California

A Planned Giving Program Anyone Can Create

Afraid to tackle planned giving? Even in the smallest one-person department or with very limited staff and budget, anyone start a productive planned giving program.  Participants will receive marketing ideas, useful handouts and build a realistic budget and timeline

About The Presenter:

Alexander (Sandy) Macnab, FAHP, CFRE, creator of nationally recognized annual, major gift and planned giving programs, is a popular speaker at national and regional conferences.  President of Alexander Macnab & Co., he has provided fundraising counsel, conducted feasibility studies, counseled capital campaigns, and provided planned and major gift support to clients throughout North America.

Learning Objectives:

Participants will:

• Explore planned giving as an essential component of even the most modest development program
  
  
• Identify and understand planned giving essentials as part of a comprehensive development program
  
  
• Be able to conduct such a planned giving campaign
  
  
• Gain skills to establish and manage a program that attracts planned (and major) gifts

Participation in a live session or use of an audio recording of the program qualifies for 1.5 points toward CFRE education requirements.

Target Audience:

• The session is written and presented for mid-level or senior level generalists but anyone who wants to know more about promoting and receiving planned gifts is welcome to participate.

Post Audio Conference Discussion:

• Program will be followed by a discussion facilitated by:
  • Martin Hayter, Sr. Director of Planned Giving at UCSD
  • Geoff Graham, Planned Giving Officer at UCSD
  • Linda Spuck, Vice President at Union Bank of California.

Conference Details:

• Date:    
  • Thursday, June 7, 2007
     
• Time:   
  • 10:00 a.m. - 11:30 a.m.
  • Please plan to arrive about 10 minutes early as the audio conference begins promptly.
  • A short facilitated discussion will follow the program at 11:30.
     
• Location:
  • UCSD Development Offices
    4570 Executive Drive Suite 410
    San Diego, CA 92121
  • Map to Location via MapQuest.com
    
    
• Fees:
  • Members:  No Cost
  • Non-members: $30

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