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Hosted by  Charitable Gift Planners of Connecticut

9:15 am Ten Tips for Soliciting Planned Gifts from Women 10:45 am The 2016 Planned Giving Study: New Insights from Data on Planned Gifts, Ashlar Village, Wallingford

PGGCT meets five times a year, usually on the 2nd Thursday of every other month, from September through May.

We typically offer coffee and danish in the morning with two or three sessions, a break in between, followed by lunch, at each program.

Meetings are part of membership benefits and there is no additional charge for current PGGCT members. Guests are $45.

Thursday, January 12, 2017
9:15 AM - 12:00 PM Eastern Time

Location
Ashlar Village
74 Cheshire Road
Wallingford   CT   06492
(203)679-6425
 
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Agenda

 


Abbie J. Von Schlegell, CFRE, FAFP
Principal
 a. von schlegell & co

Jan 12 2016 9:15AM


Ten Tips for Soliciting Planned Gifts from Women


Women’s ability to contribute and make a lasting impact in philanthropy is often overlooked and under‐utilized. In truth, women are driving many of the philanthropic decisions in this country. Research tells us that women behave differently than men in their philanthropic giving. We cannot assume what works for men will be applicable to women. This session will outline key considerations for success when soliciting planned gifts from women, including understanding the differences between men and women donors, understanding key motivators for women donors, and how to steward and recognize women’s gifts. Learning Objectives at a Glance: Understand the importance and untapped capacity of women's philanthropy. Understand the different motivators for giving between men and women and know how to apply them when asking women for planned gifts. Have tips and techniques to use when soliciting planned gifts from women donors.


Claudine Donikian, JD, MBA
President/CEO and Chief Marketing Officer
 Pentera, Inc.

Jan 12 2016 10:45AM


The 2016 Planned Giving Study: New Insights from Data on Planned Gifts


This session presents findings and recommendations from “The 2016 Planned Giving Study,” a multiphase research study commissioned by Ms. Donikian and researched by Indiana University that provides important new insights about actual donors of actual planned gifts and offers helpful recommendations for planned giving programs.

An in-depth analysis of legacy society membership data has been conducted. The study explored the following questions: What are the characteristics of legacy society members? Are there any changes in membership profiles over time? Who changed, or canceled, their planned gifts after they first joined the legacy society?
How do age, ethnicity, gender, family structure, and location influence bequest donor behavior?
Which types of planned giving vehicles and instruments did these members choose?
How much did members give or plan to give through their planned gifts? Which types of programs received their planned gifts support?

Registration Fee
 
Non-Member
$45.00