Making the Case for a Gift Planning Program to Your Boss and Board
Presented by: Paul Nazareth, MFA-P, CAGP
Fundraisers know, you need a gift planning program to bring in high value donations like stocks to support major gifts and capital campaigns. And if you don’t let your donors know you accept planned gift vehicles in your revenue mix like life insurance and bequests, you are stuck raising one dollar at a time instead of the exponential scale that strategic giving brings to your bottom line. But it’s not easy to convince leadership that you need budget, staff and support to launch, maintain and grow a program. And for many small charities, board members think fundraising means only special events. Join the Canadian Association of Gift Planners for the latest data on gift planning, for a deck you can share with your leadership, finance office and board on why you need to invest in gift planning if your bottom line is going to be healthy today, tomorrow, and forever. Most importantly, how this is not just a revenue matter but a critical element of respect for your mission and your donors in the journey you take together.
