Building a Planned Giving Program from the Ground Up

Description:

This session explores practical, approachable strategies for launching and growing a planned giving program that builds long-term donor support and organizational sustainability.

Strengthen your organization’s future through professional development and engagement with seasoned philanthropy officials in our breakfast session designed for development professionals and teams of any size, offering practical guidance on building a successful estate planning program from the ground up. Learn proven strategies to engage your constituency in considering legacy society participation while cultivating meaningful, mutually beneficial relationships with area estate planning attorneys that enhance credibility, trust, and long-term philanthropic impact.

Presenters:

Mark DeWitt, CFRE, Chief Advancement Officer, Evergreen Commons

Mark has been working in philanthropy for the past 21 years, beginning a career in corporate and foundation relations at Hope College and advancing through progressive leadership roles. He has been at Evergreen Commons for three years, building infrastructure and leadership for a fledgling estate planning program embedded in a comprehensive campaign.

Abby Reeg, CFRE, Executive Director Fund Development, Holland Hospital

Abby’s nonprofit career started during a student internship at a hospice organization, where she learned that estate plans are for everyone age 18 and older. She has worked in the West Michigan nonprofit sector for over 30 years. During this time, Abby founded three planned giving programs, secured gifts from estate plans, and has had the privilege of working for two well-developed programs to be able to see the results of what long-term successful planned giving programs can do.

Location:

Evergreen Commons, 480 State Street in Holland, parking encouraged near Central and 20th Street lots, Enter Door A

Light continental breakfast offered.

Know what’s Happening Next — before everyone else does.

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Host or Publisher AFP West Michigan