March 24, 2016 Program Meeting

March 24, 2016 @ 10:00 am – 1:00 pm
Maggiano's (Tuscany Room upstairs)
2019 Post Oak Blvd
Houston, TX 77056
Dawn Fenstad
March 24, 2016 Program Meeting

Program featuring speaker Kiernan O’Connor, Donor Motivation Program. AM Session: “7 Most Influential Planned Giving Trends…And How Concerned Nonprofits Can Take Action”. Lunch Session: “Insights from Houston’s Top Gift Planners”, featuring a panelists Pamela Gray, Rice University; Eric Fridge, Abilene Christian University; and Valerie Greiner, Museum of Fine Arts, Houston. Moderated by Kiernan O’Connor, Donor Motivation Program.

Morning Session/10-11 a.m.

7 Most Influential Planned Giving Trends…And How Concerned Nonprofits Can Take Action

Have you noticed that getting your message through to donors is becoming increasingly difficult? And that the barriers to enjoying greater success through your planned giving efforts are multiplying… feels like trudging through a snow storm?

If so… you will want to see the latest research into giving and donor relationship trends. It will make your job of connecting and motivating donors simpler and easier. This presentation uncovers the latest up-to-date insights on the challenges you face as a professional fundraiser and as a nonprofit organization… including what your donors are thinking today… and how you can respond in a timely fashion. You will learn:

1.   What are the 7 Influential Trends fundraisers face today?
2.   What role do endowments play in securing a nonprofit’s future?
3.   Why are nonprofits essential to the economic future of our country?
4.   What is the media telling your donors and how is it changing their view of you?
5.   What rung does charity occupy on the donor’s Responsibility Ladder?
6.   What are Boards unknowingly doing to sabotage your planned giving efforts?
7.   What is the One Message that will get your donors’ attention?
8.   Is your website worth the time and money?
9.   What planned giving tools are the most effective today… and why?
10.  How do you find more willing and able donors with limited resources?
… And much more.

Continuing Education

CFRE – 1 hour
CLE – no credit
CFP – no credit
no credit

Luncheon Session/11:30-1 p.m.

Key Insights from Houston’s Top Gift Planners

Helping planned giving professionals accomplish more results with limited resources is a passion of mine and our entire organization. A clear understanding of the challenges that US and Canadian nonprofits are facing has been the key to keeping the solutions up to date. Since 1995, we have kept our finger on the pulse of the planned giving challenges through research, interviews and real world experience with leading nonprofits. The results of our ongoing efforts are updated and published annually. Recently, I wondered if the planned giving leaders in our community would say the same things as the professionals we interviewed nationally. This led to an idea: conduct a series of interviews with local planned giving leaders. I interviewed some of Houston’s top planned giving leaders to get their take on the biggest challenges they face, and we will share those findings with you during this panel presentation. Panelists include, Pamela Gray, Director of Development, Planned Giving, Rice University; Eric Fridge, Advancement Officer, Abilene Christian University; and Valerie Greiner, Senior Development Officer, Special Gifts, Museum of Fine Arts, Houston. Moderated by Kiernan O’Connor.

Continuing Education
CFRE – 1 hour
CLE – no credit
CFP – no credit
CPE – no credit

About Kiernan O’Connor

Kiernan O’Connor speaks, writes and consults on the biggest challenges facing successful individuals, families and non-profits today.  He has a passion for removing obstacles, so people and organizations can have a much bigger and more lasting impact on their families, businesses and communities.    

Through The Donor Motivation Program®, Kiernan and his team show nonprofits how to double the results of their planned giving efforts.

As the creator of The Money Bucket Harvester™, he shows affluent retired investors how to enjoy a lifestyle of peace and freedom.  In addition, he shares his wisdom and experience with scores of tax, investment and financial professionals nationally.

His professional articles and insights have appeared in The New York Times, Houston Business Journal, The Woodlands Villager, Catholic Digest and Planned Giving Today.  

He is the author of the book, Boomer Doom: Why Boomers are Doomed to Fail at Retirement, and What You Can Do About It – Before It’s Too Late!, featuring a foreword by noted author and columnist Brian Domitrovic.

He lives in The Woodlands, TX with his wife, Jackie, their four home-schooled children, Patrick, Catherine, Mary Margaret and Agnes, and their Wildrose black lab, Billy.  He recently completed writing a novel.  Learn more

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