Afternoon Networking & Educational Event -
October 24, 2019
3:30 - 5:00pm The Wheeler School, 211 Hope Street, 1st Floor Trustee
Board Room (across from School's Main Entrance)
Afternoon Educational Series
Rebroadcast of Webinar: Blended Gifts: How to Guide Your Donor's Philanthropic Journey
Presenters: Ashley Buderus and Steven Meyers
Light refreshments will be served. There will be networking and a tour of the Wheeler campus after the presentation for anyone interested.
Free Parking is adjacent to the building in the Faculty/Staff Parking lot at the corner of Hope and Angell Streets.
About the webinar:
Two seasoned gift planners share mini-cases featuring the donors who helped them see the true potential of blended gifts. These are people who aren’t inspired by the typical “asks” and may not even think of themselves as philanthropists. They’re hoping for big impact, but they don’t have the means to make the minimum gift. And they want to see their gifts in action. Do donors like this fall through cracks between the silos at your organization, or can you offer options that really fit the donor’s timetable?
What you’ll learn
· How to recognize an opportunity and start a discussion that creates a gift that's right for the donor and your organization.
· How to deal with obstacles to donor-centric blended gifts that may be presented by your own skill set or your organization's structure or policies.
· How to tell a great story about your donors’ philanthropic journey to gain support from management and the board.
About the presenters:
Consultant, Aspen Leadership Group
Ashley Buderus is a consultant with the Aspen Leadership Group. She has worked in the field of advancement for more than 15 years, most recently serving as CEO for Quarterly Forum, a non-partisan, nonprofit leadership organization that educates and empowers Colorado’s most influential community leaders from the public, private and nonprofit sectors. Ashley previously led the gift planning program for Children's Hospital Colorado Foundation, one of the nation's top children's hospitals, during their $400 million campaign. In addition, she served in a variety of major and planned giving positions for the University of Denver (DU). Ashley has frequently presented at regional and national conferences including the Council for Advancement and Support of Education (CASE), the National Association of Charitable Gift Planners, and the Colorado Planned Giving Roundtable. She graduated with honors from the University of Denver with a bachelor's degree in international business, earned her master's degree in nonprofit management from Regis University, and completed the McKinsey & Company’s Management Program.
Founder & CEO, Personalized Philanthropy LLC
Steven L. Meyers, Ph.D., is the founder of Personalized Philanthropy LLC, a firm that provides advising, training and coaching for nonprofits and their donors. He previously served as vice president of the Center for Personalized Philanthropy at the American Committee for the Weizmann Institute of Science, where he refined his approach to creating “the right gift, for the right purpose, for the right donor.” Steve has published in The Journal of Gift Planning and speaks frequently at national and regional gift and financial planning events on donor-focused giving and “Planned Giving in the Big Picture.” He is a contributing author for the Planned Giving Design Center, as well as for the Elite Advisor Forum of CEG International. He is the author of the book Personalized Philanthropy: Crash the Fundraising Matrix, and its companion monograph for donors, Personalized Philanthropy and the Four Donors: Parables for Radically Rethinking Your Philanthropy.
Space is limited so register today!
Please note: The event is open to members only.