It was great seeing you in Houston!

Houston-area residents voted…and we were pleased to present: Start a Planned Giving Program presented by Katherine Swank.  » Download the presentation

• Date: February 11, 2009 
• Time: 8:30 a.m. — 12:00 p.m.
• Host Hotel: Hyatt Regency Houston, 1200 Lousiana Street, Houston, TX

 

Session and Speaker Details

Start a Planned Giving Program

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

Katherine Swank

Katherine Swank, JD, is a consultant with Target Analytics, a Blackbaud company. With more than 20 years of legal and nonprofit management experience, Katherine has raised approximately $215 million for national healthcare and public broadcasting organizations, as well as an independent law school. Prior to joining Target Analytics in May 2007, she was the national director of gift planning at the National Multiple Sclerosis Society, where she provided fundraising consulting services to the Society’s chapter leadership and development staff for six years. Katherine is an affiliate faculty member of Regis University’s master of nonprofit management degree program in Denver, teaching classroom and online courses on wealth and philanthropy. She holds an independent studies degree from the University of Northern Colorado and a law degree from the Drake University School of Law in Des Moines, Iowa.