Home » Events » Building a Planned and Deferred Giving Program at No Cost

Building a Planned and Deferred Giving Program at No Cost

Date:
February 9th, 2022
Time:
10:00AM to 12:00PM
Location:
Zoom - information to be emailed
Audience:
Consultant, Grantseeker, Nonprofit
Event type:
Skillbuilding
Member fee:
$25
Base fee:
$40
pie chart showing bequests make up 9% of total charitable giving

Program Description

You may have had introducing a legacy giving program on your wish list for your development program for some time. Maybe you already have a legacy giving society but have no idea how to promote and attract planned gifts. Or you wonder why all of the larger organizations are getting planned gifts, but you aren't. 

This workshop teaches organizations how to introduce a planned giving program, and to do so at no additional cost. Learn how your supporters can perpetuate their annual support beyond their lifetime. You can help all of your donors become philanthropists by inviting them to make a provision in their estate plan that provides both benefits to them and long term support for your mission. 

It's time to get your share of legacy giving. Join us to make this sustainable funding source a reality for your organization.

Presenter

For nearly 30 years, Chuck Gordon has served as a senior nonprofit professional and consultant, helping nonprofit organizations in Massachusetts and across the country realize their vision by raising increased revenues.  

Today, Chuck leads the New Kensington Group, a full-service consulting firm helping nonprofit leaders grow their organizations.  His work focuses on strategic planning, fundraising, executive search, and board leadership and governance support.  As a nationally recognized trainer and speaker, he dedicates significant time to building the fundraising capacity of nonprofit professionals and senior volunteers.  

Chuck has built and led three national development programs, having served as the National Chief Development Officer at City Year, Health Leads and uAspire, doubling revenues in each organization during his tenure.   For 21 years, Chuck built an impressive track record at the United Way of Massachusetts Bay and Merrimack Valley, building the largest major gifts program among 1400 United Ways in the country and running the largest non-bequeathed endowment campaign ever conducted by a local United Way.   He spent 15 years during his tenure as a volunteer trainer, speaker and consultant for United Way of America, including 4 years as the national chair for United Way Worldwide’s Major and Planned Gifts Council.  Chuck previously served on the boards of the Wheelock Family Theatre, Eastern Middlesex ARC and Boston Children’s Theatre and was named one of Boston’s ’40 Under 40’ by the Boston Business Journal.  He received his BA from Brandeis University and MBA from Boston University.

Please view the Zoom delivery information below.

Registration type: 
Normal registration

Zoom Instructions:

Zoom information: Zoom information for the program will be sent out to all registrants one week before AND in the afternoon of the business day before the session is scheduled to take place.  Please reach out to info@philanthropyma.org if you believe you are registered for this program and do not receive the link.

Registration & Program Follow-up Materials: Registration for the program will be closed at 2pm EST on the day before the program is scheduled to take place.  If you register after this point, you will be added to the waitlist and will be able to receive the program recording as well as all follow-up materials from the session.  For fee-based Nonprofit Partner programs, you can request these materials for a discounted rate.  Please note that it may take up to a week to prepare and disseminate those materials to all registrants.

Community Guidelines & Program Policies:

Philanthropy Massachusetts has adopted these Community Guidelines & Policies for all programs.

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