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Expertise LevelOrganization SizeStart Your Planned Giving Program Right
How To Create Time & Resources For Successful Planned Giving

Duration: 1 hr 15 minutes
All purchases include PDF copies of all handouts, including power point. Access codes are delivered via email in less than 5 minutes and recordings are downloaded in MP3 format.  

Recorded Seminar

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John Hoskins Planned Giving
Led by John M. Hoskins

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"I know I should have one, but I can’t find the time…." We hear it often as development officers and executive directors acknowledge the need for a planned giving program and the reality of the pressures of time.

This seminar will help you focus your resources wisely.

If you want to start an effective planned giving program, this seminar is for you.

Who Should Attend?
Development officers, executive directors, board and committee members will all benefit.

The session will answer the following questions:

  • Where do we begin at our agency?
  • How do we start a planned giving program with little or no budget?
  • What kind of policies should we have in place as a board?
  • How does the small to mid-size not-for-profit staff for planned giving?
  • How do we identify the planned giving prospect base?
  • How do we market our planned giving efforts?
  • What is the best way to recognize planned giving donors?
  • How do volunteers function in a planned giving effort?

Participants will leave the session with the following resources:

    1. Sample outlines for planned giving policy development
    2. Resources for planned giving marketing materials
    3. Additional training opportunities available to staff and board

About John Hoskins:

John M. Hoskins, CFE, is Senior National Philanthropic Advisor for the Saint Francis Academy. Saint Francis is a child welfare agency based in Kansas and serving 2,000 children in Kansas, Mississippi, and California.

John has over 30 years experience in the planned giving and fundraising field. He has worked for the Presbyterian Church (USA) Foundation and the National Benevolent Association. Prior to joining Saint Francis in 2001, he served as planned giving officer of Saint John’s Cathedral in Denver, Colorado from 1993-2001.

John is a Certified Direct Marketer (CDM), a Fellow in Church Business Administration (FCBA), and a Certified Financial Educator (CFE). In demand as a speaker, John brings a wealth of knowledge and experience to seminar participants.