On Thursday, May 2, the Planned Giving Group of Indiana(PGGI) welcomes nationally known speaker Caleb B. Rick J.D. to the Riverwalk Banquet Center from 8:30-11:30AM. Please join us!
While many organizations use a case statement for a capital campaign, few have developed a case for long-term support. A Case for Legacy Giving is a fundamental tool for engaging staff, board members, volunteers and donors in grasping the importance of this area of philanthropy. Participants will be invited to answer a series of questions as you begin to draft your own “Case for Legacy Giving” and “Roadmap for Marketing Legacy Giving”. This process will include a review of communication goals, identify sample tools, and describe how to build a communications inventory.
Caleb is an adjunct professor of nonprofit management at Vermont Law School and a nationally known proponent of donor-centered, outcomes-based planned giving. He has counseled hundreds of charity leaders on legacy giving, endowments, resource development and non-profit management, and spoken at dozens of conferences.