CPGR Luncheon Program - September 2010

Using, Managing and Training Volunteers in Your Planned Giving Program

Thursday, September 16, 2010
11:00 a.m. - 1:15 p.m. (11:00 a.m. Registration & Networking/11:30 a.m. Lunch/Noon - 1:15 p.m. Presentation)
The Denver Country Club, 1700 East First Avenue, Denver, CO 80218
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You can attend via audio/video Outreach in Colorado Springs  - Register Here.

Program Description

Using, Managing and Training Volunteers in Your Planned Giving Program 11:30 a.m. – 1:15 p.m.
$40 CPGR members: $55 non-members
Attendees will learn how to focus on using volunteers in three ways, and will address legal and ethical issues in their use. By using examples from successful use of volunteers in planned giving programs, basic strategies to effectively use volunteers to advance a growing-to-mature planned giving effort. By the end of the session the attendees will learn:

• How to use volunteers in cultivating and soliciting planned gifts;
• How to train volunteers to present seminars on planned giving;
• How to use allied professionals as volunteers to expand the planned giving program.

Robert M. Shafis, CFRE, Director of Major Gift Planning, Museum of Science and Industry Chicago

Robert Shafis has been a successful fundraiser, speaker and attorney for over 20 years. He began working in fundraising with the Lutheran Church-Missouri Synod Foundation, where as Senior Vice President he and his staff raised over $100 million a year for various ministries. He also was Director of Planned Gifts for the National Alzheimer’s Association, for Alexian Brothers Health System Foundation, and is currently Director of Major Gift Planning at Chicago’s Museum of Science and Industry. In each of these positions, his work has resulted in many additional millions of dollars for worthy charitable purposes. Mr. Shafis also has spoken to many national and local groups about planned giving, estate planning, charitable tax issues, and the process of fundraising, and teaches major and planned giving at North Park University.

Thanks to our sponsor!