Nonprofit Workshops

Finding a Path to Major Gifts and Planned Gifts

Learn about the major gifts process and how to lay the foundation for a successful planned giving program for your organization.

Date

Apr 25, 2023

Time

12:00 p.m. to 1:30 p.m.

Location

Virtual

Presenter(s)

Alex DeVivo, Director of Gift Planning, Office of Development & Alumni Affairs, University of Hartford; and Jennifer Keyo, Planned Giving Society of CT

This basic level workshop will be broken down into two sessions:

Session 1: Finding a Path to Major Gifts
If you want a more robust major gift pipeline, join us for an interactive workshop to better understand how key indicators and metrics in a prospect management system will fill your major gift pipeline.

Session 2: Finding a Path to Planned Gifts
The ultimate gift to an organization is a planned gift. Join us for the who, what, and why of planned giving. Learn simple ways to start asking for planned gifts to your organization.

Invite your board members – The fundraising workshops are intended for both board and staff, and take place at lunch time to help facilitate maximum participation!

Questions? Please contact Stephanie Chung.

Presenters

Jennifer Keyo, Director of Legacy and Leadership Giving, Westminster School
Alex DeVivo, Director of Gift Planning, Office of Development & Alumni Affairs, University of Hartford