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• Quantifying the Value of "Handraisers" and Planned Giving

  • When
    January 31, 2023
  •  
    1:00 PM
  • Location
    Online

  Quantifying the Value of "Handraisers" and Planned Giving

  Tuesday, January 31 at 1:00 p.m. ET

  Handraisers are individuals who openly signal to an organization that they have interest in leaving a planned gift. Planned giving directors and gift officers can often have difficulty in justifying their annual budgets and efforts to cultivate these handraisers as compared to other initiatives that immediately bring money in the door for the organization.
  
  This session explains how planned giving handraisers can be some of a gift officer's best leads—not just in the future, but right now. Brantley Boyett, co-founder and president of Giving Docs, and Jade Bristol, chief development officer at Giving Docs, will review behavioral science research behind this statement and answer questions like: Does a person signifying intent also have a quantifiable value to the organization before a gift is closed? Do they donate more or volunteer more than a typical donor? Are there other ways that they provide greater support to your mission?
  
  View this webinar to learn:

  • The reality of today's handraisers and how they are currently valued
  • A clear framework for understanding the monetary value of a handraiser
  • Creative ways to get prospects to raise their hands

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• Demystifying Donor Advised Funds

  • When
    March 14, 2023
  •  
    11:45 AM - 1:00 PM
  • Location
    The Rivers Club

  Register

  
  Donor-advised funds are fast becoming a favorite charitable giving vehicle, with millions of Americans using DAFs to efficiently and effectively support the causes most important to them through grantmaking.  On March 14, Join National Philanthropic Trust’s Mid-Atlantic Regional Director Fernando Gonzalez and Development Manager Joe Enten as they provide an engaging and informative primer on donor-advised funds, their flexible uses and benefits, and how to engage with donors using DAFs.

  Fernando Gonzalez is the Regional Director of Development, Mid-Atlantic at National Philanthropic Trust covering PA, DC, DE, MD, WV, OH, MI and IN. Mr. Gonzalez has eleven years of wealth management experience, as well as five years’ experience in real estate and mortgage consultancy, and a rich history of finance, governance, and community engagement. Prior to joining NPT, he was Vice President and Relationship Strategist for PNC Wealth Management in the Philadelphia region. Earlier in his career, he served as a Financial Advisor for Merrill Lynch, and as a Senior Mortgage Consultant with Prudential Fox & Roach Realtors. Mr. Gonzalez has served in leadership positions for a wide range of volunteer organizations, most recently as outgoing President of the Board for the Delaware Valley Legacy Fund. He holds a Master of Business Administration from the University of Maryland, focusing on Finance and Global Business, and a Bachelor of Music from Colorado State University.

  Joe Enten is a Development Manager at NPT, with more than a decade of nonprofit experience, with eight years at nonprofits in the Pittsburgh area. He has a SIE certification and a Master’s in Nonprofit Leadership from the School of Social Policy and Practice at the University of Pennsylvania, where he was awarded the Emerging Leader Award. Joe attended the University of Pittsburgh for his Undergraduate degree in Political Science, with Certificates in African Studies and Latin American Studies. He currently resides in Scranton, PA with his wife Kate, son Anders, dog Benny and cat Keak the Sneak. He is also the Shooting Guard/Power Forward for the Sammy’s Soldiers team at the JCC recreational basketball league.

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  Please review our cancellation policy at https://ppgc.net/cancellation

  For directions on how to get to the Rivers Club and where to park, please visit https://ppgc.net/rivers.

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