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Upcoming Programs


The Art of the Planned Giving Conversation

Presenter: Liz Siladi, Director of Gift Planning, Bentley University

Picture this: you’re having lunch with one of your tried and true donors, a widow of substantial means, and seemingly out of nowhere, she mentions that her estate plan is very much on her mind, and she has asked her attorney to make some changes to her will. She pauses to take a sip of her coffee, and appears to be waiting for you to make some sort of comment. You, of course, think “this is it…what do I say, what don’t I say, and… I better not blow this chance.” Sound familiar? If you have been doing a good job of relationship building with your donors, it should. And you need to be prepared to step into that conversation and make it meaningful. Furthermore, how do you make a planned giving ask or simply raise the possibility in the first place? And what do you need to listen for to know whether or when you should?

The practice of planned giving is most often perceived as specialized, complex and an alphabet soup of strange acronyms. Most of the time, though, it really is more art than science. Being able to have thoughtful, trusting, and donor-centric conversations about some of the most personal and private aspects of a donor’s life is one of the most important skills you can develop as a fundraiser.

Join Liz Siladi for a presentation that will include some tales from the trenches and provide a practical guide on how to really talk one-on-one about planned giving.

Location: Sheehan Hall, Worcester State University

Address: 486 Chandler St., Worcester, MA 01602

Time: 8:30 Registration; 9:00 – 10:00 Program


What Fundraisers Need to Know About Prospect Research

Presenters: Helen Brown, President, The Helen Brown Group

                      Suzy Camos, Director of Advancement Information, Amherst College

Join research experts Helen Brown and Suzy Campos as they talk about the ways that prospect research can help your nonprofit raise more money. They’ll discuss how the field of research is innovating and adding even more value to nonprofits’ fundraising strategies and bottom lines. They’ll also talk about the new privacy laws that impact how you may hold information about and communicate with your donors. They will share tips and tricks for researching on your own and answer your burning questions about your own research conundrums.

Location: Cummings School of Veterinary Medicine at Tufts University

Address: Agnes Veris Campus Center: 5 Jumbo’s Path, North Grafton, MA 01536

Time: 8:30 Registration; 9:00 – 10:00 Program

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