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Focus on Fundraising Series | Create a Lasting Legacy through Planned Giving and Legacy Gifts

October 27 @ 11:00 am - 12:00 pm MDT

TREC Webinar Series | Focus on Fundraising

Tuesdays in October | 11:00 AM-12:00 PM Mountain Time

Fundraising presents new opportunities to innovate and adapt due to the current economy, political challenges, COVID-19, the 2020 U.S. presidential election, and borders that are still closed. Many folks have experienced fundraising wins in these recent months, but how will your organization need to prepare for what comes next?

The Focus on Fundraising Webinar Series is a four-part intensive series for development staff and fundraisers covering essential skills and competencies your fund development program will need to succeed in 2020 and beyond. Each webinar in the series will stand alone and you can sign up for them individually or for the entire series.

 

OCTOBER 6th | Writing Effective Appeals Watch recording

Presenter: Katie Davis, TREC

Is it too early to be thinking about year-end fundraising? Not at all.  Given the incredible challenges nonprofits have experienced this year, laying the groundwork now for your End of the Year (EOY) fundraising appeal is critical to its success. What makes an incredible year-end appeal?  How do you get people to open your letter or email appeal, and more importantly, to give a gift? What can you do once your appeal has been sent? Join TREC as we discuss easy ways to boost the success of your year-end appeals using mail and email platforms.

 

OCTOBER 13 | Optimizing Your Health and Resilience as a Fundraiser – Watch recording

Presenters: Katie Davis and Cyndi Harris, TREC

With so much happening on so many fronts so quickly, the challenges to fundraising are even greater. You are scrambling, adjusting, adapting, learning, leveraging skills, and doing your best to keep engaged. This is no small feat! Doing this while you are also navigating your own world and challenges. Balancing your staff’s needs, your leadership, and your supporters can leave very little time and attention to support yourself in sustaining resilience and well-being. In this session, we will explore:

  • What resilience is
  • The importance of understanding stress and activation, and modulating it
  • How to interact with others in a way that fosters well-being
  • Identify ways to support your resilience

 

OCTOBER 20 | Achieving Major Wins with Major Gifts and Major Donors – Watch recording

Presenters: Katie Davis and Ellie Stanley, TREC

Major Gifts are likely to be some of the largest gifts you receive outside of grants. So what is a Major Gift? And how does major donor cultivation and solicitation differ from smaller individual gifts? Join us as we answer these questions and outline the 5-steps you can take to developing a successful major gifts program.

 

OCTOBER 27 | Create a Lasting Legacy through Planned Giving and Legacy Gifts – Register Today!

Presenters: Katie Davis and Ellie Stanley, TREC

One of the simplest and most common ways to leave a lasting legacy is by leaving a planned gift. During this webinar, we will review the many vehicles for leaving a lasting legacy, including Bequests, Charitable Gift Annuities, Life Income Gifts, and Donor Advised Funds. We’ll also spend some time reviewing the most important pieces for your planned giving program. Help your donors understand how they can support the work that you do long into the future to create a lasting legacy.

 

This webinar series is made possible by the generous support of Wilburforce Foundation and is offered free of charge to current Wilburforce grantees.

Details

Date:
October 27
Time:
1:00pm - 2:00pm EDT
12:00pm - 1:00pm CDT
11:00am - 12:00pm MDT
10:00am - 11:00am PDT
9:00am - 10:00am AKDT
Event Categories:
,
Website:
https://attendee.gotowebinar.com/register/820341636376308496?source=trec.org

Organizer

TREC

Other

Timezone
Mountain

Venue

Webinar