Virtual Seminar - Live In-Person Session
Planning for Buster
Buster Mayberry is a long-time loyal donor to High State University. He's worked with a succession of fundraisers and other staff over the years, but no one has really figured out how to activate his passion for the organization or his full giving capacity. In this program, you'll get to know Buster just as you would in real life--by listening to him to talk with planned and major gift fundraisers, family members and advisors. And you'll work together with other council members to consider philanthropic options tailored to his style and values. The real “Buster” was an important person in the career of a young major gift officer who was just beginning to understand the power of blended giving. If you've already worked with many donors like Buster, you'll have a lot to contribute in this interactive program. And if you're just getting started, you'll gain confidence for the challenges that lie ahead.
- Listen for clues that help to connect a donor’s passions with the mission of your organization.
- Draft an Attribute Map to help identify the best philanthropic options for Buster.
- Practice addressing common objections or obstacles to blended and/or planned gifts.
The National Association of Planned Giving Professionals
A 26-year veteran of the National Association of Charitable Gift Planners, Barbara Yeager takes on several leadership roles. Through CGP’s Leadership Institute, she helps members advance the art and science of philanthropy, working side by side with volunteers to shape standards and best practices for the gift planning community.
Barbara manages education and networking programs for CGP’s annual National Conference on Philanthropic Planning, and is an active force in CGP’s metrics and counting task forces. Known for her research skills, she continues to advance her credentials in the gift planning field. In 2015, she earned the Chartered Advisor in Philanthropy credential from The American College, and she works with the College to provide CAP curriculum resources and programs that foster collaboration between nonprofit and for-profit advisors.
Before joining the CGP staff, Barbara worked as a public librarian and as a technical writer and systems analyst. She is a member of the board of NACGP Indiana Chapter and the planned giving advisory committee of the Carter Center. Barbara earned a master’s degree in library and information science from Kent State University, where she also earned a bachelor’s degree in English, summa cum laude, and was inducted into Phi Beta Kappa. In her community, she is a Girl Scout volunteer and a costumer for community theater groups.
Schiff Family Conference Center
1624 Herald Avenue
Cincinnati, OH 45207
12:00pm – 1:15pm
Members - Free
Non Members - $10.00 - Click Here to Pay Online!
A parking pass will be emailed to you. The parking pass is necessary to attend and should be printed off and placed in your windshield.