AFP Live Webinar - What You Need To Know About Planned Giving When Planned Giving Is Not All You Do
IMPORTANT: This is a live webinar. This webinar will be presented in the Victoria Foundation Boardroom (#109-645 Fort Street). You must attend this event in person. For a selection of pre-recorded webinars that can be viewed at any time from your computer please click here. All live and pre-recorded webinars are free for AFP members.
Planned Giving can be pretty daunting if it is not your primary development responsibility - Estates, Trusts, CRAT's, CRUT's, NIMCRUT's with a flip provision…
During this webinar we will look at the most common planned gift types, discuss their properties and look at the donor characteristics associated with each gift. In addition to coming away with the tools to identify the gift planning technique that meets your donors' needs, you will also learn the best way to market these gifts.
Whether you run a one-person shop with Planned Giving responsibilities or you're a Major Gift Officer looking for a blended gift, this session will help you understand the essential elements of Planned Giving that you need for your job.
About the Presenter: Timothy D. Logan, FAHP, ACFRE
Timothy D. Logan has worked in both the for-profit and nonprofit sectors and has more than 33 years' experience in fund raising, nonprofit management and direct response marketing. In addition to holding AFP's prestigious ACFRE credential, he holds a Masters of Nonprofit Management (MNO) from Case Western Reserve University, Cleveland, OH.
Tim’s background in the nonprofit sector includes 17 years' experience at the local and national levels. Tim has been a local Executive Director for the Muscular Dystrophy Association, in Harrisburg, PA and for the Leukemia Society of America in Cleveland, OH. Nationally, he was a fund raising consultant for American Diabetes Association and the American Heart Association. He has served as Director of Development Services with the Epilepsy Foundation, was Director of Individual Giving at USO World
Headquarters, and most recently served as the Senior Director of Development for the National Osteoporosis Foundation.
Tim has also spent 16 years as a direct response fund raising consultant. In addition to managing multi-million dollar direct response programs, he has been a leader in developing innovative multichannel direct response programs targeted to major and planned giving donors. Tim's most recent work is using enhanced data in grateful patient nondonor programs and using the phone to screen major donor prospects. His 20 years of Planned Giving experience includes working with advisors, developing donor relationships, and designing effective planned giving marketing and communication strategies. He is a past board member of AFP, Greater DC chapter, a member of the AFP national ACFRE Marketing Committee and a past member of the AFP national Professional Education committee. An AFP certified Master Instructor, he is a seasoned lecturer and author on fundraising and nonprofit management.