September 17, 2015 Program Meeting

September 17, 2015 @ 10:00 am – 1:00 pm
Maggiano's (Trentino/Barolo Room upstairs)
2019 Post Oak Blvd
Houston, TX 77056
Dawn Fenstad
September 17, 2015 Program Meeting

Milton Key, with Alexander Haas, presenting “Breaking the QV (Qualification Visit) Code” and “Giving U SA Annual Report: How it Impacts Planned Giving”.

Morning Session/10-11 a.m.


Breaking the QV (Qualification Visit) Code


You’ve determined that someone may be a planned gift prospect.  But how do you ask that donor for an appointment and what do you say during that first visit?  How do you decide if he/she is really a good prospect, and how do you proceed, one way or the other?


In our morning session, come learn and/or review best practices for determining if a donor is a viable planned giving prospect during that important, first in-person visit.  You’ll take away hands-on tips on how effective qualification visits ultimately grow and encourage endowment and planned giving outcomes.

CFRE Approved: 1 hour
CFP, CLE & CPE: This session is not applicable for continuing education credit.


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


Giving USA Annual Report:  How it Impacts Planned Giving


Giving USA has been an authoritative guide on the resources and uses of charitable giving since 1955.  Published by the Giving USA Foundation and researched and written by the Lilly Family School of Philanthropy at Indiana University, its annual estimates on charitable giving provide insight into the challenges and trends affecting philanthropy and fundraising in the U.S. today.

CFRE Approved: 1 hour
This session is not applicable for continuing education credit.


About Milton Key

Alexander Hass is a leading fundraising firm and a member of The Giving Institute, founder of the Giving USA Foundation.  Texas-based partner Milton Key, will present, “Giving USA 2015: The Annual Report on Philanthropy for the Year 2014,” – with an emphasis on planned giving – at our luncheon presentation.


Milton’s 24 years in advancement and funds development includes executive roles with Presbyterian Communities and Services, Children’s Healthcare of Atlanta and Austin College, where he provided leadership during campaigns generating more than $450 million for endowment, capital and operational projects.  He is a former member of the National Committee on Planned Giving, the Association of Fundraising Professionals (AFP) International Board of Directors and the former board president of the AFP Greater Dallas Chapter.


Don’t miss it.  Register today!

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