Black Belt Gift Planning:

Ten Stages to Becoming a Master

As masters of karate know, even the most complex task or form involves knowing the basics and building on them over time. Gift planning veterans similarly know that each time they prepare for a gift conversation, design a marketing piece, strategize with a colleague about gift options or plan a training, they are building on a foundation of prior experiences.

We will explore the various stages in a typical gift planner's career path that lead to success individually and at your charitable organizations. We will discuss lessons learned, gift scenarios, training ideas and donor stories at each stage. We will interact to discuss both the art and science of gift planning, including metrics versus goals, blended gift scenarios and other current topics. We will also explore both “hard” and “soft” skills that epitomize the character of a master gift planner.

Presenter:  Alexandra Pia Brovey, Sr. Director of Gift Planning at the Northwell Health Foundation in Great Neck, New York and Board Member of the Partnership for Philanthropic Planning

Registration Fee:  $35 (GNAPGC members = no charge)    

Location:  Hodges University, Stock Building, White Community Room

Address:  2647 Professional Circle, Naples FL  34119

Category:  Governance