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Learn new tricks: A practical guide to launch your planned giving!

May 07, 2021
12:00 PM - 1:00 PM

Zoom Meeting

Price

$10 - AFP Members (open to all AFP members)
$20 - Non-members

Agenda

12:00pm - Introductions
12:05pm - Presentation: How the APA formed its planned giving committee and engaged volunteers, how they developed collateral, how they identified planned giving prospects, and how they are stewarded
12:45pm - Q&A

About the Program

In 2018, the Animal Protective Association (APA) of Missouri, with the help of The Rome Group, launched a Planned Giving Advisory Council consisting of estate planning attorneys, financial advisors, and wealth managers. This Council was tasked with helping formalize and support a planned giving program for the APA. Since the inception of this Council, the APA has launched a comprehensive planned giving program that has helped the organization secure and realize over $10 million in planned gifts. This session will provide practical and replicable details about the approach the APA took when developing and implementing a successful planned giving program and will include an overview of planned giving, an introduction to basic terminology and an overview of several easy-to-implement planned giving vehicles. Participants will also learn to identify, assess, and cultivate prospective donors to build their own planned giving program.

Participants will:

  • gain ideas for identifying and cultivating relationships among their current donor base
  • learn several basic, easy-to-implement vehicles to start a planned giving program
  • learn about ways to utilize volunteers to maximize efficiency and impact when implementing a planned giving program
  • learn the foundational steps to implement and manage a planned giving program

 

This session has been approved for 1 CFRE point.

About the Speaker

 

Sarah Javier
President & Executive Director

The Animal Protective Association of Missouri

Just outside of Kansas City, Sarah Javier often found herself rescuing and caring for abandoned animals near her childhood home. This experience inspired a life-long love for animals which later led her to the Animal Protective Association of Missouri (APA) where she is President and Executive Director. A graduate of Kansas State University and University of Missouri-St. Louis, Sarah has nearly two decades of experience in not-for-profit organizations. The APA helps more than 4,000 pets find homes each year and thousands more through outreach and wellness initiatives. During her tenure, Sarah has increased charitable giving by nearly 70%, has more than doubled organizational reserves, and has implemented a robust planned giving program that has resulted in secured and realized gifts totaling more than $10M since its inception. Sarah lives in St. Louis, Missouri with her husband and two children.

 

Ashley Holmes
Senior Consultant
The Rome Group

Ashley Holmes, MSW, has is Senior Consultant with The Rome Group, a consulting firm that works exclusively with nonprofits to plan for, achieve, and sustain their vision. She has spent more than fifteen years partnering with nonprofits to achieve impact. During the past eight years with the Rome Group she has helped clients raise more than $60 million dollars. Ashley also helps her clients think strategically about growth, organizational effectiveness, and community-informed program development.

Prior to joining The Rome Group, Ashley served as Development Director at Meds & Foods for Kids, where she closed a $3.2M capital campaign and increased annual fundraising more than 70%. She also worked in urban education in Philadelphia and a several international education focused nonprofits. Ashley earned an MSW from Washington University and a BA from the University of Arizona. She also completed a Certificate in Nonprofit Management at LaSalle University.

 

About the Format

Upon registering, you will receive an email with the Zoom meeting details.  If you don't receive that email, please don't hesitate to contact us at [email protected].  Please check your spam folders first!

We use the Zoom platform.  You will want to download the Zoom software before the meeting time.  Upon entering the meeting, please be sure that your microphone is muted until you want to talk in order to cut down on interference between your speakers and microphone.

We can utilize chat and the "Raise Hand" function during the meeting.  

The meeting will be recorded.  Presentation documents (in PDF form) will be distributed after the meeting.