Workshop

Development and Stewardship Deep Dive Day

When: 
Wednesday, August 16, 2017 -
10:00am to 4:00pm EDT
Where: 
Conner Prairie
Conner Prairie Interactive History Park, 13400 Allisonville Rd., Fishers, IN
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REGISTRATION FOR THIS EVENT IS NOW CLOSED

Development and Stewardship Deep Dive Day will focus on the importance of stewardship in developing planned gifts. The goal for the day is to provide participants with ideas and tools on how to improve or begin their planned giving programs, including:

  • ways to engage board members in stewardship;
  • ways to use planned gifts to grow your foundation;
  • how to understand which donors are planned gift candidates;
  • how to prepare your foundation in developing a planned giving program; and
  • where to find and how to utilize outsourced planned giving marketing materials.

Participants will also hear from a panel of community foundation staff members who use various outsourced planned giving marketing materials. They will discuss how they have implemented planned giving and stewardship programs through successful Legacy Societies and Planned Giving Councils.  Participants will have plenty of time for questions and networking.

This event is designed for community and public foundation executive directors, board members, development and administrative staff members.

COST
$100 for IPA/GIFT Members
$150 for Non-Members

PRESENTERS
Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP, Founder & Presdent, Charitable Solutions, LLC, Senior Partner, Ekstrom Alley Clontz & Associates
Bryan is the founder and President of Charitable Solutions, LLC, specializing in noncash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management audits, emergency assistance funds and life insurance appraisals/audits. Bryan is also the Senior Partner at Ekstrom Alley Clontz & Associates. For the decade prior to joining Ekstrom & Associates, Bryan Clontz served as the Vice President of Advancement at The Community Foundation for Greater Atlanta and the National Director of Planned Giving for Boys & Girls Clubs of America.  Ekstrom Alley Clontz & Associates is a management consulting firm of seasoned professionals that has been advising philanthropic foundations, organizations, corporations, and individuals across the US and around the globe since 1997.  They believe effective philanthropy is about setting and achieving clear objectives. And achieving objectives requires the proper alignment of energy and resources with those objectives. That takes a team of experienced senior-level people; a team whose primary credentials are experience, expertise, and integrity.

Chris Sizemore, Vice President, Marketing and Sales, Endowment Development Services (EDS)
Chris Sizemore is Vice President, Marketing and Sales at EDS, Endowment Development Services. As a gift planning marketing consultant, Chris brings over 25 years of experience to helping organizations structure and develop planned giving marketing and promotional programs. EDS’s mission is to support the goals of the planned giving professionals they serve by creating marketing programs designed to stimulate, encourage, and persuade donors. They do this by collaborating with planned giving professionals to create programs that cultivate, educate and motivate donors.

Questions? Contact Jalen Roseberry at jroseberry@inphilanthropy.org or 317.630.5200, ext. 129.

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