TRAINING SCHEDULE

Live On Orientation and Bequests through
Donor-Centered Fundraising
Tuesday, November 1, 2005
The kick off session is designed to prepare your team to solicit bequests. The session will feature Penelope Burk, author of the book Donor-Centered Fundraising, and one of the industry’s foremost authorities on fundraising.


Communication is Everything – Everything is Communication
Tuesday, December 6, 2005
Research shows that people who make bequests want to understand the long-range goals of the organization, what the bequest gift will support and the mission of the organization. They also want to be thanked. This Live On training session will help you examine and critique your own communications tools to determine if they meet the goals of communicating for bequest giving — or if new tools need to be created. We will look at defining your target, styling your message, creating a communications plan that provides the message and the media that donors expect.
Featuring Liz Ullman, Live On Communications Consultant


Case Study: Shalom Park’s Le’Atid Endowment Campaign
Wednesday, January 18, 2006
Learn from Shalom Park’s successful $10 million campaign. Discussion with Gary Yourtz, Chair of the Board of Trustees, and Marilyn Bogan, Director, Donor and Corporate Services at Shalom Park. Two years ago, the Shalom Park Board of Trustees approved an endowment program titled Le’Atid – for the future. Since then, more than 80 people have made gifts, including board and staff. The majority of commitments are bequests. Gary and Marilyn will discuss the guidelines for the endowment and meaningful ways to approach and recognize donors.


Asking for the Gift and Designing Your Bequest Plan
Wednesday, February 8, 2006
Required training for all leadership teams with Ed Schumacher, President of the Third Sector Consulting. Ed is an expert in endowment fundraising and was one of the Endowment Challenge trainers and consultants. He has worked with nonprofits throughout the United States and Canada and is one of the faculty for San Diego’s Jewish Community Foundation’s Endowment Leadership Institute. This session will focus on how to prepare to ask for bequests. In the second part of this session, Ed will focus on how to create your Live On bequest plan, which must be completed on or before June 1, 2006.


Bequest Plan Consultation
March 7 and 8, 2006 or April 4 and 5, 2006
Each team has the opportunity to spend an hour with Gail Littman, Director of Community Programs at San Diego’s Jewish Community Foundation, to get feedback and help with their bequest plans. Live On is modeled after San Diego’s Endowment Leadership Initiative and Create a Jewish Legacy program, which Gail developed and directs. For the past 18 months Gail has worked with 12 Jewish organizations in San Diego to raise $48.5 million in bequest pledges.


Peer-to-Peer Solicitation Training with Dr. Art and Irit Waldbaum
Thursday, March 9, 2006
Learn about the art of the ask and soliciting your peers from experts Dr. Art and Irit Waldbaum, current co-chairs of Hillel of Colorado’s capital campaign.

Everyday Planned Giving
Thursday, May 18, 2006
This session featured Scott Lumpkin, Associate Vice Chancellor of the University of Denver and focused on the basics of planned giving.


How the American Jewish Committee Created Their Major Gifts Campaign
Tuesday, September 19, 2006
Learn how the American Jewish Committee (AJC) activated their board to develop and roll out a major gifts program. With David Sesserman, Vice President of the Board of the AJC, and Gale Kahn, Area Director


A Practical Guide to Developing and Maintaining Relationships with Bequest Donors
Thursday, November 2, 2006
Required training for all leadership teams with Betsy Mangone, Vice President of Philanthropic Services and Senior Philanthropic Planner at the Denver Foundation.


Planned Giving Vehicles
Thursday, December 7, 2006
An in-depth exploration of different planned gift vehicles, including Charitable Gift Annuities, Charitable Trusts, and Retained Life Estates. Featuring Brad Friedman, Executive Director of the Jewish Community Foundation


Gift Planning with High Net Worth Donors
Thursday, January 25, 2007
A window into the world of philanthropic and family wealth advising. Gain an inside perspective on what your donors are advised to consider in their gift planning.
Featuring Charles W. Collier, Senior Philanthropic Advisor at Harvard University, Lecturer, and Author of the book "Wealth in Families"


Closing Legacy Gifts
Thursday, February 15, 2007
Gain tools to assist in closing legacy gifts, overcoming obstacles, and improving communication with donors
Featuring Bill Sturtevant, Vice President for Principal Gifts at the University of Illinois Foundation.


Peer-to-Peer Solicitation
Training - Tuesday, March 13, 2007
Learn about the art of the ask and soliciting your peers
Featuring Dr. Art and Irit Waldbaum, current co-chairs of Hillel of Colorado's capital campaign.


Women's Economic Strength in Philanthropy: Marketing, Soliciting, and Working with Women Donors
Thursday, April 26, 2007
Explore methods for engaging women donors, improve understanding of women's charitable motivations, and recognize the importance of volunteers as financial contributors.
Featuring Davida Isaacson of Myerberg Shain & Associates


The Probate Process - An Opportunity
Tuesday, July 17, 2007
A presentation focusing on where the majority of planned gifts come from and how to structure the probate process. Discuss going beyond the probate process and the opportunity for ongoing cultivation, stewardship, and marketing.
Featuring Jim Gumpert from the Boys and Girls Club, former President of Colorado's Planned Giving Round Table


Closing the Gift and Opening the Door to the Next One
Thursday, October 18, 2007
Learn strategies for closing planned gifts, soliciting the next gift, and completing solicitations. Discuss new methods for completing the donor record form.
With Bill Sturtevant, Author, Fund Development Specialist, and Trainer



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Training Schedule
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Creating A Major and Planned Giving Program-American Jewish Committee
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