Knowledge @ Noon - Wednesday, November 6, 2024
The Key to Repeat Gifts: Great Gift Administration and Stewardship
November 6th, 2024, 12:00 pm - 1:15 pm
Girl Scouts of Western Ohio Directions
Register by November 5th, 2024
$25 for Non-Members --- Members are FREE!
Topic: The Key to Repeat Gifts: Great Gift Administration and Stewardship
Are you getting as many repeat gift annuities (CGAs) as you should? What about additions to charitable remainder trusts? If not, you might be missing some steps in the dance required to steward these gifts. Good gift administration is not “rocket science,” but just like a well-choreographed dance, each party involved needs to know their role and whose turn it is to lead. Whether it is ensuring that the treasury office knows where to deposit a CGA versus an outright gift, when a discount rate selection disclosure is needed, or what to do when a donor calls to say they didn’t get their annuity payment, the detailed steps are specific and important to a well-stewarded gift. Join us for this webinar to learn why you should care about the choreography and what gift administration steps might be missing at your organization. Learn how covering all the movements can help you secure additional gifts.
Presenter:
Gary Pforzheimer is the President of PG Calc and has directed all aspects of the company since its inception in 1985. A leader in the fundraising community, Gary has spoken on planned gift development, administration, marketing, and technology-related topics to numerous groups, including planned giving associations across the country. Gary served as the Chair of the Partnership for Philanthropic Planning (now CGP) in 2009, was inducted into the CGP Hall of Fame in 2020, and has received the David Donaldson Distinguished Service award from the Planned Giving Group of New England (PGGNE). He received an A.B. in History from Harvard College in 1984 and an M.B.A. from Harvard Business School in 1991.
LOCATION:
Girl Scouts of Western Ohio
4930 Cornell Road
Cincinnati, OH 45242
Attendees are invited to bring a lunch with them to eat during the session.
Time:
12:00pm – 1:15pm
Cost:
Members – Free
Non Members – $25
Questions:
Ask Event Co-Chairs:
Kathann Koehler at koehler
Carol Serrone at carolserrone@gswo.org