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CPGR Luncheon Program - May 2008

Raising Planned Gifts Through A Fundraising Campaign

William J. Moran, J.D., M.S.Ed - President, the Moran Company
Thursday, May 15, 2008
11:00 a.m. - 1:15 p.m. (11:00 a.m. - registration/ 11:30 a.m. Lunch/Noon Presentation)
Central Location - 1st & University, Denver
$40.00 CPGR members: $55 non-members
Register online here.

Program Description

Traditional planned giving involves a long process of cultivating individual donors.  It may take years to close a planned gift.  Is it possible to accelerate this process by raising planned gifts through a fundraising campaign?  The answer is "yes."   This session will address how these campaigns work and what is needed for success.  Our discussion will include.

  • What are the elements of a traditional planned giving program?
  • Why use a fundraising campaign to raise planned gifts?
  • Different planned gift campaign alternatives
  • The keys to success
  • What is the downside of using a campaign to raise planned gifts?

William J. Moran, J.D., M.S.Ed - The Moran Company

Bill MoranIn 1996, Bill Moran founded the Moran Company, a fundraising consulting company located in Kansas City, Missouri. The Moran Company specializes in executive searches for hospital fundraising positions.  Bill Moran spent 10 years as a hospital fundraiser and another 11 years as a fundraising consultant.  As a consultant, he has worked with over 100 nonprofit organizations and hundreds of fundraising staff.   This experience gives him special insight into the type of persons who make successful hospital fundraisers.

After serving as Director of Development for the Johnson County Region of the Archdiocese of Kansas City, Kansas, he joined Saint Luke's Hospital Foundation in Kansas City where he was the Director of Planned Giving from 1987 to 1996. During his tenure at Saint Luke's, the Planned Giving Program was the recipient of the 1996 Mid-America Association of Healthcare Philanthropy Showcase Award.

Mr. Moran has written a number of articles on fundraising that have appeared in publications including Fundraising Management, Funding Connection, and the Journal for the National Association for Hospital Development. Moran also makes presentations around the United States on a variety of fundraising topics. In 1997, Mr. Moran was named the "Trainer of the Year" by the Center for Management Assistance.

Moran is a nationally recognized speaker and fundraising trainer.  In 2006, Moran founded FundraisingWebSeminars.com.  Moran began this venture to train fundraisers worldwide.  Utilizing the internet as a medium, http://www.fundraisingwebseminars.com/ can bring leading experts to seminar participants in their own offices.  Those attending and presenting at these seminars provide Moran Company a national network of respected fundraising professionals.

Moran holds both his undergraduate degree and his law degree from the University of Missouri where he was Phi Beta Kappa and a member of the Law Review. He also holds a Master's Degree in Education from the University of Kansas.  He is a member of the Missouri Bar Association.

Register online here.