Half Day Conference on Planned Giving
Presented by the Central Ohio Planned Giving Council
www.copgc.com

Come join us for a very special half day conference with nationally-recognized presenters and thought-leaders, Jay Steenhuysen and Anne Melvin

Wednesday, April 23, 2014

Schedule of events:

8:00AM-8:30AM Registration and Continental Breakfast
8:30AM Welcome
8:30AM-10:00AM Jay Steenhuysen
10:00AM-10:15AM Break/Refreshments
10:15AM-11:45AM Anne T. Melvin
11:45AM-1:00PM Lunch/Networking/Concluding Remarks

Location
Scioto Country Club
2196 Riverside Drive
Columbus, Ohio 43221
http://www.sciotocc.com/directions
Parking is free

Cost
Central Ohio Planned Giving Council Members No Charge
Northern Ohio PGC Members $25
Springfield Ohio PGC Members $25
Dayton Ohio PGC Members $25
Central Ohio Assn of Fundraising Professionals Members $25
Other Guests $30

Session 1
Presenter: Jay Steenhuysen
Founder of Steenhuysen Associates

The Future of Gift Planning
Over the past 25 years, the role of the gift planner has experienced a tremendous arc: moving from the position of isolated technician, to being a key player, to serving as a divergent specialist. While gift planning is currently practiced by more individuals that at any time before, there are increasingly fewer full-time gift planner positions. During this session, Jay will detail this trend and its implications for gift planners, all fundraisers, and the charitable organizations they serve. The growing role of for-profit gift planners also will also examined. By the conclusion of this session, you will be aware of new frontiers for gift planning. You will know what today’s practitioners must do to remain relevant and be successful now and in the future.

Session 2
Presenter: Anne T. Melvin
Director of Training and Education
Alumni Affairs and Development
Harvard University

The Seven Secrets of Successful Solicitations
People routinely list “public speaking” and “asking for money” as the two things they fear most in modern life, and yet soliciting a gift is at the core of what we do as fundraisers. Most of us never receive any explicit training on how to make a good ask, yet we are expected to be experts in this art. Many people think that good solicitors simply have a “knack” for it; that you’re either good at it or you’re not. While it is true that some people instinctively know how to solicit well, like good writing, there are elements of the ask that can be taught, memorized, learned and brought forth at the right moment. This presentation aims to make explicit some of those techniques that have proven effective so that the attendee will have an arsenal of solicitation techniques at the ready to deploy as the situation demands.

Registration
Registration Deadline is Wednesday April 16, or closing earlier when the event reaches our 120-person capacity.

To register, visit the COPGC website at www.copgc.com and follow the registration link.