Planned Giving for Nonprofits

A morning of networking and education with planned giving expert Bryan Clontz, hosted by CICF for nonprofits with an agency fund or endowment at CICF, Hamilton County Community Foundation, or the Indianapolis Foundation

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About the Program

Planned giving can be a cornerstone of a nonprofit’s long-term stability, and it doesn’t have to be complicated or expensive. As a benefit for nonprofits that hold an agency fund or endowment at CICF, Hamilton County Community Foundation, or The Indianapolis Foundation, CICF is bringing in planned giving expert Bryan Clontz to show you how to build a program in about 2-3 hours a month, with no budget required. You’ll leave with a step-by-step plan to use when you’re back in the office, and you’ll learn alongside other nonprofit fundholders.

Who should attend
Nonprofit leaders and development staff, whether you’re a one-person shop or part of a larger development team. Board members and volunteers are welcome to join you. This session is for nonprofits that hold an agency fund or endowment at Central Indiana Community Foundation, Hamilton County Community Foundation, or the Indianapolis Foundation. It’s designed for organizations looking to learn more about planned giving, explore ways to grow their endowment, or refresh and strengthen the planned giving strategies and practices they already have in place.

Schedule
9:30 – 10:00 a.m. Registration and networking
10:00 a.m. – Noon Planned Giving With a Shoe-String Staff and a Shoe-String Budget (includes a break)

Planned Giving With a Shoe-String Staff and a Shoe-String Budget
In this session, attendees will learn how to create or enhance a robust planned giving program with no money and in just 2-3 hours per month. Bryan will explain planned giving in simple terms and describe what really motivates donors to give, then walk through a practical plan to grow your endowment, covering board engagement, prospecting, marketing, cultivating donors, having the conversation, gift documentation, and recognition. The session is highly interactive and full of specific how-to suggestions, almost like a recipe, and you’ll leave with a step-by-step action plan for when you get back to the office. Over the last 20 years, more than 3,000 attendees have enjoyed and benefited from the planned giving talk this session builds on, and nearly everyone says, “I never thought it could be this easy and for absolutely no money!”

Why attend
This session makes planned giving approachable, with practical steps your organization can take on its own schedule and budget. It’s also a chance to learn alongside other nonprofit leaders and development staff, trade questions and ideas with people working on similar goals, and meet colleagues from other fundholder organizations before the session begins.

About Bryan Clontz
Bryan Clontz has worked in planned giving for decades, including inside nonprofits. Before founding Charitable Solutions, LLC in 2003, he was director of planned giving at the United Way of Metropolitan Atlanta and national director of planned giving for Boys & Girls Clubs of America. He has since delivered more than 2,000 presentations on charitable gift planning, authored a planned giving manual that has sold more than 2,000 copies, and chaired Leave a Legacy Georgia, a statewide campaign involving more than 400 charities. He also writes a monthly Forbes column on charitable tax issues. Learn more »

RSVP
Please RSVP by Monday, November 2.

Questions? Contact Diana Coyle, Director of Nonprofit Services & Sustainability, dianac@cicf.org

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Bryan Clontz Event - Nonprofits
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