Powerful planned giving with a shoestring staff and budget

Thursday, November 7, 2019

2018 NBT

Contributor: Nanci Micke, Vice President of Marketing and Communications at United Way Fox Cities

Planned Giving is a topic that may sound overwhelming or even unfamiliar. In a nutshell, planned giving is the process of donating planned gifts. A planned gift is a contribution that is arranged in the present and allocated at a future date. Commonly donated through a will or trust, planned gifts are most often granted once the donor has passed away.

Because planned giving is an important part of the funding pie for all nonprofits, United Way Fox Cities is partnering with the Community Foundation for the Fox Valley Region, Schenck, and the Nonprofit Leadership Initiative to bring Bryan Clontz, President of Charitable Solutions, LLC, to the Fox Cities on October 4 for a full day workshop.

If you work for a nonprofit organization or are a board member, you will have the opportunity to learn how to create or enhance a robust planned giving program at no cost and in just 2-3 hours per month. Our presenter will explain planned giving in simple terms, describe what really motivates donors to give, and demonstrate how to prospect and have the conversation, while literally providing a step-by-step action plan for when attendees get back to the office.

To get the most out of this workshop, we encourage nonprofit staff members to include at least two to four board members to join them. Topics will include:

  • How to include planned giving/endowment building in your development plan
  • Why planned giving/endowment building is so important
  • How to be prepared to make the ask and execute
  • How to engage the board
  • What the tax act issues are and common trends

Funding by the co-sponsors makes this workshop affordable for organizations, and includes breakfast and lunch. Please join us at Best Western Premier Bridgewood Resort Hotel and Conference Center in Neenah. Workshop will run from 8:30 a.m. – 3:00 p.m. Click here for more details or to register, or call Carla at 920-236-2026.