How We Secured Over $100 Million in Planned Gifts in Under 5 Years 

Our local meetings provide a forum to share expertise, ideas and knowledge. In addition, our programs offer our members and the community timely information about giving trends, financial strategies, donor behaviors and marketing.

Save the dates!

Learn how the Archdiocese of Los Angeles leveraged Estate Planning Seminars to attract new donors and utilize professional advisors to help secure planned gifts.

Learning Objectives:

• How to successfully attract prospective donors through Estate Planning Seminars.
• What to include in seminars to inspire donors to include your organization in their plans.
• Why to involve and include professional advisors in your planned giving program.
• Who are the best prospective donors for this program.
• Where and how to recruit professional advisors.

Outcomes:

• Ability to begin recruiting advisors
• Hold successful Estate Planning Seminars
• Convert attendees of seminars into legacy donors
• Leveraging your professional advisor team to secure gifts for your organization.
• Increase your warm lead database and allow for continued stewardship.

ABOUT OUR SPEAKER: Kimberly Jetton, CFRE, serves as Executive Director of The Orange Catholic Foundation based in Garden Grove, California. She has over 20 years of experience in advancement, with a concentration on planned gifts. She holds a Master of Nonprofit Management from Regis University and a B.A. from the University of Arizona. In addition, she is an extension faculty member at Loyola Marymount University, a faculty member for the National Catholic Planned Giving Conference,and serves in a variety of leadership and board positions in support of non-profits.

Register Now!Save time by registering for six online meetings at once, including the "Multi-Generational Philanthropy" workshop from October 20 and the September 15 meeting with Jeremy Stelter, "Planned Gift Marketing During & After COVID-19."
(2020-2021 meeting dates are September 15, 2020, October 20, 2020, November 17, 2020, January 19, 2021, February 23, 2021, and April 20, 2021).

Click "Register Now"
and select Subscription Rates for 2020-2021
$85 Members/$175 Non-Members for six meetings

Not sure if you'll be attend? If you are a 2020-2021 subscriber and can't make it, notify the office, lonestarcouncilcgp@gmail.com, and send someone in your place.