The Planned Giving Summit 2024
The Planned Giving Summit 2024
Event Details
Many South Florida nonprofits run on a 3-G network: Golf, Galas, and Get-Togethers. While special events engage annual fund and major gift donors and prospects, they may not be making an impact on planned giving. At the same time, many nonprofits are asking staff members to wear more hats to be equally comfortable and capable on donor visits whereby you can discuss annual gifts, major gifts, and planned gifts.
PhilanthropyMiami, in collaboration with the Association of Fundraising Professionals (AFP) Miami Chapter, Baptist Health and Miami Dade College, invite you to comprehensive day of professional development and networking led by the esteemed Sharpe Group.
About the Summit (Please click here for full program agenda and presenter bios)
Tailored for fundraising professionals, nonprofit leaders, and board members, the Planned Giving Summit will be blend of dynamic blend of presentations, case studies, and interactive discussions.
Experience a day of enriching insights divided into two distinct parts. In the morning sessions, we’ll lay a solid foundation, providing essential knowledge for nonprofit professionals, leaders, or board members who may be new to serving as planned giving officers or supporting planned giving programs.
As the day progresses into the afternoon, our focus shifts to more advanced sessions. Building on the foundational concepts, these sessions create a bridge for annual fund and major gift officers, empowering them to cultivate planned gifts effectively. Join us for a comprehensive journey that caters to both novices and seasoned professionals, ensuring everyone gains valuable expertise.
Meet the presenters:
Joe Chickey, MBA, CFP® Senior Consultant, SVP, Sharpe Group
Donald Hale, Senior Consultant, Sharpe Group
CFRE Credit Available
Cost: $250 general admission; $225 for AFP members. Bring a second member of your team or Board member for $125.
*Once you have purchased a ticket, you will receive a confirmation email containing a link to register your team or board member.
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