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January 2018 Members Luncheon
Monday, January 8, 2018
11:30am - 1:00pm

The Fort Worth Club, 12th Floor
306 West Seventh Street
Fort Worth, TX  76102

Program Title:

    Growing in Greatness - Top Ways to
    Encourage Bequests

 

In this presentation, Cathy R. Sheffield will reveal ways to encourage charitable bequest intentions. You may already know that 85% of Americans donate to charities during their lifetime, yet fewer than 5.7% of Americans leave a charitable gift in their estate plans. Why is this? Perhaps the charitable organizations never asked or developed the trusted relationships necessary to merit being added to a will. All charitable organizations, regardless of size, can and should have a bequest program. In many planned giving programs, realized bequests may account for 80%-90% or more of all planned gifts. However, many charities choose to passively accept bequests. Organizations with the most successful bequest programs take a proactive approach by marketing and soliciting bequest gifts.

 

This presentation will review the top ways to encourage bequests - explore the importance of bequests in our overall programs, identify donor options for making a bequest, and review some basic marketing ideas. We will also discuss how to have conversations with donors about making a bequest gift.

 

Presented By:

Cathy R. Sheffield, CFRE

Cathy R. Sheffield is a fundraising executive with over 24-years experience, specializing in major gifts and gift planning. She is President of ThinkGiving, a consulting firm based in Fort Worth, Texas, which specializes in strategic philanthropy for nonprofits and individuals and in providing leadership and comprehensive major and planned gift consulting services to nonprofit organizations of all sizes. Cathy is also a Vice President with Thompson & Associates, offering estate planning services to nonprofits.  Cathy has experience in healthcare and education for organizations such as All Saints Health Foundation, Texas Health Resources Foundation, Cook Childrenís Health Foundation, Texas Christian University, The University of Texas at Arlington and the American Diabetes Association. Prior to living in North Texas, Cathy lived in Washington, DC and worked on Capitol Hill for United States Senator Byron L. Dorgan of North Dakota. Read more...

 

We will accept on-site registrations:
Luncheon: $30/members | $50/non-members
Progam Only: $15/members | $25/non-members
 

  

 
Important Dates
1/8/18 -
January Memberís Luncheon

2/12/18 -
February Memberís Luncheon

3/12/18 -
March Memberís Luncheon

SAVE THE DATE
Philanthropy In Action Conference
~
June 15, 2018
Irving, TX

 

AFP Fort Worth Metro Chapter - P O Box 211 Fort Worth, Texas 76101