Eastern Regional Conference on Philanthropy About 60 of

Eastern Regional Conference on Philanthropy

About 60% of nonprofits do not have a major gifts strategy. And most do not have a planned giving strategy.

Geoff Close CAP®, CIMA®, CLTC, CPWA®, CWS®, First Vice President, Wealth Advisor, Senior Investment Management Consultant Sponsor

Most donors do not give for tax benefits. They give to causes they like. But more importantly, they give through people they like. That’s you!

Thank you for being here.

Dr. Laura Sicola, Ph. D Founder, Vocal Impact Productions The Sound of Leadership Command the room Connect with the audience Close the deal

Those of you who even “dabble” in planned giving will earn 50% to 100% more as those who do not.

David Unruh Senior Vice President – Office of Institutional Advancement Drexel University Optimizing Gift Revenue Without Sacrificing Sustainability

The future for philanthropy is bright. People are giving more.

Cathleen Parsons-Nikolic Vice President – University Advancement La Salle University Captivate Your Boards

Nearly 10% of cash donations come from mobile devices.

A man wrapped up in himself makes a very small bundle.

Religion and education got nearly 50% of all contributions in 2015

Robbe Healey, MBA, NHA, ACFRE President Aurora Philanthropic Consulting Always Interesting … Rarely Simple: Conversations and Negotiations with Donors

By the time someone is 65, chances of them leaving you in their will decreases to 12%.

Dr. Scott Janney, CFRE Senior Consultant Planned. Giving. Com How to Set and Surpass Your Comprehensive Campaign Goals

An average planned gifts is nearly 200 times a donor’s largest annual gift.

David Toll, JD Senior Associate Vice President Gift Planning and Major Gifts Drexel University When a Bequest Isn’t a Bequest

Only 5. 3% of public charities are 10 million or more in size.

Geoff Close CAP®, CIMA®, CLTC, CPWA®, CWS®, First Vice President, Wealth Advisor, Senior Investment Management Consultant Sponsor

Bequests = 90% of all planned gifts! Easy to market, give, and receive. It’s a gift that costs nothing during donor’s lifetime. Market it as such!

Viken Mikaelian CEO, Planned. Giving. com You Don’t Need to Learn Armenian to “Get” Planned Giving

I would rather have it said, 'He lived usefully, ' than, 'He died rich. '

Only 35% of registered nonprofits file forms 990, 990 -EZ or Form 990 -PF with the IRS. This leaves many unnoticed.

Jane Danek, JD Deputy Director of Gift Planning at Princeton University It’s Only a Bequest

The nonprofit sector contributed nearly 900 billion to the U. S. Economy last year. It’s about 5 percent of the gross domestic product.

Meredith Sossman, Esq. , CFRE Consultant, Author, Speaker Balancing Metrics and Relationships for Effective Fundraising Management

Planned giving is a people business. Not a legal business®. If you love people, you’ll raise more money than you can ever imagine. Viken Mikaelian CEO, Planned. Giving. Com

Karen Martin CEO, Karen the Writer, LLC Copywriter, Writing Coach and Consultant for Planned. Giving. com Appeal Letter Boot Camp

You won’t get the gift unless you ask.

Patrick O’Donnell President O’Donnell Media Solutions Linked. In Profile Secrets

U. S. Mail is still king when it comes to direct response marketing versus electronic mail.

On Politics: Both sides of the aisle have us exhausted. Our right brain has nothing left, and our left brain has nothing right.

John J. Zabinski Executive Director Rowan University Foundation Strategies for Getting in the Door

Most Americans do not know the term “bequest”. Use “a gift through your will. ”

Stuart Sullivan Senior Vice President Graham-Pelton Asking for Money and Advice: A Different Approach to Securing Major Gifts

Disproportionate heavy giving happens in December, especially in the last 5 days.

Lise Twiford, CAP® Vice President, Advancement American College Tell me About It. Turning Stories into Gifts.

Effective philanthropy requires a lot of time and creativity - the same kind of focus and skills that building a business requires. Bill Gates

Arlene Berkowitz Training Specialist Softer. Ware Fundraising Growth Platforms: Evolution of the Donor Database

Geoff Close CAP®, CIMA®, CLTC, CPWA®, CWS®, First Vice President, Wealth Advisor, Senior Investment Management Consultant Sponsor

The open rate for nonprofit emails is about 15%. Clickthrough rates have fallen across the board, however.

Lisa Repko, JD Stephen T. Smith VP, Thomas Jefferson University & Planned Giving Senior Vice President Thomas Jefferson University Blended Gifts: Adding Variety and Creativity to Gain Peak Results

Robert Madonna President and CEO Surrey Services for Seniors Networking: Am I Ahead or Behind the Curve