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Making Donor – and Organization – Dreams Come True How To Launch Your Bequest Program Duration: 1hr 14 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 $24

Planned Giving
Led by David Valinsky and Melanie Boyd

Are you dreaming of a large bequest for your organization?
If that's all you're doing then you are just dreaming.

Bequests don't just happen. They are your most important planned gifts -- the result of caring stewardship.

Learn the answers to these key questions:

Do you know the real reasons donors make bequests?

What is a bequest society and how can you start your own?

Once your program is up and running, what can you do to ensure its success?

Who Should Attend?
Executive Directors, Development Directors, Development Staff, Board Members – anyone who can help spread the word on the benefits of bequests for themselves and your organization.

In this session you will learn to:

• Get your board “on-board” with bequests.
• Involve volunteers in a bequest society advisory committee.
• Set up and market your bequest society.
• Enhance your personal skills and confidence with bequest giving
• Know the Ten Tips For Successful Bequest Fundraising

About David Valinsky and Melanie Boyd:

David Valinsky, CAP©, is the founder of David Valinsky Associates, a fundraising consulting firm that works with nonprofit organizations across the country to conduct planned giving efforts, feasibility studies, capital campaigns, and strategic development planning. He is co-author of Raising Money Through Bequests: How Your Organization Can Profit from the Biggest Intergenerational Transfer of Wealth in History (Emerson & Church, 2007) and, The Mercifully Brief, Real World Guide to Raising Money Through Bequests.

David’s good humor and down-to-earth approach to the seemingly complicated topic of planned giving have made him a welcome presenter on this often overlooked opportunity for development professionals and their donors. He was a recent presenter at the Association of Healthcare Professionals International Conference and the JCCs of North America Professional Conference. 

Melanie Boyd, Senior Managing Director of David Valinsky Associates, provides counsel on bequest giving, capital campaign management, case for support development, annual appeal efforts, and campaign feasibility studies for local, regional and national nonprofit organizations spanning the health and human services, performing arts, religious and social service sectors.

As co-author of Raising Money Through Bequests: How Your Organization Can Profit from the Biggest Intergenerational Transfer of Wealth in History (Emerson & Church, 2007) and, The Mercifully Brief, Real World Guide to Raising Money Through Bequests, she clearly recognizes the critical role planned giving plays in even the smallest of development offices.