Speaker: Katherine Swank J.D., Consultant, Target™ Analytics, a Blackbaud Company

Evaluating and choosing which planned gift vehicles are best for your organization takes time but is well worth the effort. Most organizations can use existing resources to begin a basic legacy program and continue by incorporating additional gift opportunities over time. Successful planned giving programs take time to build but usually see a financial return on their efforts in as little as three to five years.  We’ll use real-world examples to:

• Present the benefits of starting a planned gift program
• Review the most common deferred gift vehicles that charities promote
• Offer target marketing strategies for your various constituencies
• Provide an assessment tool to determine your organization’s readiness