Starting a planned giving program: You don't have to be a tax genius

Planned giving is fundraising. This fundamental truth has at times gotten lost when planned giving is seen primarily as an exercise in presenting the irresistible tax and income benefits of gift annuities and charitable remainder trusts to your donors. A tax-centered approach, besides being inapplicable to most of your planned giving prospects, can make successful fundraising professionals feel intimidated and inadequate when asked to start a planned giving program.

That's a shame, because though technical knowledge is important, the skills you already have as a fundraiser rather than technical expertise are key to planned giving success. Please join me October 13 for San Francisco's Development Executive Roundtable (DER) monthly luncheon to put the fundraising back in planned giving, to demystify its technical dimensions, and to help you approach the task with confidence and success.

Friday, October 13, 12:00-1:30 p.m.
Lighthouse for the Blind
214 Van Ness Avenue, San Francisco
Presented by Planned Giving Coach Philip J. Murphy
Cost for Luncheon: DER members= $12, non-members = $20
(A calendar year membership is $40)

To RSVP please email "derrsvp AT sbcglobal.net" by Wednesday, October 11th. Lunch is included in your fee. Programs often sell-out, so it's "first come, first served!" Your reservation holds your spot. Please be prepared to pay at the door. Checks or cash only. No credit cards.