September 14, 2023 – How We Do It: Making the Internal Case for a Gift Planning Program

September 14, 2023 @ 11:30 am – 1:00 pm
Punahou School, Sullivan Boardroom
HGPC members: free, Non-members: $10
Lara Siu

How We Do It: Making the Internal Case for a Gift Planning Program
Webinar with Alex Brovey, Kathryn Miree, Phil Purcell
Moderated by Michael Coppes, J.D.

To sustain a gift planning program over the long term, every organization needs a strong internal business case for gift planning embraced by management and Board. That case is based on data about planned gifts – your own and in national studies – and also stories about the impact of those gifts. In this webinar, gift planners who have made the case to start, grow, or revive their programs will share what they’ve learned about what works and what doesn’t.
What you’ll learn:
  • Data from internal and external sources that make a strong case for investment in gift planning.
  • How to keep the case current and keep it in front of the people who need to see it.
  • Tools and techniques for presenting the case.
  • Alex Brovey, Senior Director, Gift Planning, Northwell Health Foundation
  • Kathryn Miree, President, Kathryn W. Miree & Associates, Inc.
  • Phil Purcell, Senior Counsel of Philanthropy, Fellowship of Catholic University Students and Editor, Planned Giving Today
Michael Coppes is now retired following a 44-year career as a lawyer and professional fundraiser. His final position was as Sr. Executive Director of Estate and Gift Planning at the University of Hawai’i Foundation, where for 15 years he served in its Office of Estate & Gift Planning. His knowledge and experience in charitable estate and gift planning, estate settlement, and donor wants and needs, are both broad and practical.
Free for HGPC members (login to view member rate), $10 for non-members
Please register online by September 12 (click Tickets above)
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