Thursday, October 25 (2pm – 6:30pm) & Friday, October 26 (8:00am – 12:30pm)
Location: University at Albany, Alumni House
It is with great excitement that I invite you to join us for this information-packed two-day summit presented by the SUNY Planned Giving Group. We urge every fundraising professional who solicits or would eventually like to solicit major and/or planned gifts to attend. We also invite stewardship professionals to join us as we will be discussing the impact of stewardship on outright and deferred gift solicitations.
Thursday, October 25 – Summit Day 1
Time: 2:00pm – 5:30pm
* Impact of giving on donors
* What motivates them
* Identifying effective stewardship
New Tax Law – Presented by Martin S. Finn, JD, LL.M., CPA/PFS, Partner, Lavelle & Finn, LLP
* What it means to your donors and fundraising efforts
* How to communicate the impact of changes
* How to identify new opportunities
Reception: 5:30pm – 6:30pm
Friday, October 26 – Summit Day 2
Time: 8:00am – 12:30pm
Blended Gifts Best Practices
* Impact of combined outright and deferred gifts asks
* How to engage prospective donors
* Successful strategies
* How to create a culture of philanthropy
* Day of giving
* Unlocking potential of Charitable IRA Rollover
SUNY Charitable Gift Annuity Program
* UAlbany’s program highlights & testimonials
Look for Official Summit agenda and registration materials in September.
Do you have an idea for future workshop or would you like to get involved in the planning process? Contact Vice President Kerry Gotham at email@example.com.
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May 3 10a.m. – 3p.m. SUNY Empire State College in Rochester (https://www.esc.edu/genesee-valley/locations/rochester/) Topic TBA Questions: Michael.Mancini@esc.eduContinue Reading...
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Today, paradigms in alumni engagement have shifted. More alumni than ever are interacting with your school on social media—but how are you tracking and measuring that engagement? How can you use insights from social media and other dynamic sources to drive participation, build relationships, and cultivate donors at all levels of the giving pyramid? On […]Continue Reading...
The workshop, which was held on Wednesday April 29th at SUNY Empire State College was very successful. If you missed the workshop, you can view a live stream of the video at the following link: https://ensemble.itec.suny.edu/app/sites/index.aspx?destinationID=Hn9eVuEg60Kh0yRd2xluJw.Continue Reading...