Knowledge @ Noon – February 2020

Knowledge @ Noon - February 12, 2020

Topic: Regaining Momentum in Your Planned Giving Program

February 12th, 2020, 12:00 pm - 1:15 pm
American Red Cross  Directions
Register by February 11th, 2020
10 for Non-Members --- Members are FREE!

Topic: Regaining Momentum in Your Planned Giving Program

In organizations large and small, it is common for planned giving programs to plateau and even shrink. In spite of diligent work to identify and cultivate prospects, obtain new legacy society members, and close life income gifts, your results may not seem to justify your efforts. This webinar will guide you on how to assess your program’s strengths and weaknesses, and based on program assessments performed by PG Calc consultants, make recommendations on how to address some common causes of under-performance.

Presenters:  

Andrew Palmer, PG Calc

Andrew joined PG Calc in 2013 to apply his “for-profit” marketing successes to the non-profit world.  Andrew’s experience is diverse and his knowledge of today’s online media marketplace, including email and direct mail campaigns, is one of a kind. He’s focused his attention over the last 15+ years building businesses via digital media…. 12 of those years include presenting marketing strategies at the C-suite level and launching new products. Andrew is an in-demand speaker on Digital Media, Content Marketing & Search.

Andrew manages the PG Calc’s Marketing Services , a customizable and scalable solution that offers charities large and small the ideal combination of traditional and online marketing initiatives. Andrew worked with marketing experts and graphic designers from the non-profit and for-profit worlds to develop the state-of-the-art designs for our custom websites and compelling communications vehicles in both print and online formats.

A member of the California State Bar Association, Andrew is a graduate of the University of the Pacific, McGeorge School of Law, Sacramento, California, with a J.D. and LL.M.

Mike Valoris, PG Calc

Mike is a senior consultant at PG Calc supporting our retainer and project consulting clients.  Mike brings extensive gift planning and legal expertise to his consulting role at PG Calc. His experiences as a front-line gift planner and director of three active gift planning programs have taught him that the most successful planned giving programs – and planned gifts – require collaboration. Mike had broad responsibilities at all of the organizations where he has led gift planning programs, including ensuring best practices and efficiency in gift planning administration, legal compliance, stewardship of legacy circle members, multi-channel marketing efforts, and liaison among legal, investment, and custodian bank professionals. Over the years Mike has collaborated with staff at PG Calc to structure and close gifts, and also to have their expertise with special projects.

He joined American Friends Service Committee in 1998, eventually rising to the position of Director of Gift Planning.  Mike was at Swarthmore College as Director of Gift Planning from 2005 to 2013 and he was most recently the Executive Director, Gift Planning at Temple University. At Temple, he supported 50 gift officers helping them to identify their best planned giving prospects, joining with them to do donor visits, and conducting trainings about raising the topic of planned giving in the donor’s living room and how to identify planned gift opportunities

For 18 years prior, Mike ran his own law practice, focusing on estate planning and real estate. In that capacity, he learned about the benefits – and pitfalls – of real property.

Mike holds a BA in journalism from Penn State and a JD from Widener University School of Law.

Where: 
American Red Cross
2111 Dana Ave.
Cincinnati, OH 45207
Directions

Time:
12:00pm – 1:15pm    

Cost: 
Members – Free
Non Members – $25 – Click Here To Pay

Questions:
Ask Event Chair, Kathann Koehler at koehler@xavier.edu

RSVP

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The Greater Cincinnati Planned Giving Council will be taking photos or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media.