Sponsored by Foundation for the Carolinas Whether you’re a veteran planned giving officer or a beginner you won’t want to miss this stimulating panel discussion on the best practices to get big results in your planned giving program. The panel, to be moderated by Patton McDowell, President, Patton McDowell and Associates will feature panelists: Linda [...]

Have you recently been approached by a donor who wants to gift real property to your organization? Are you concerned that more donors might be interested in gifting real estate because of the current market? Do you feel unsure of the necessary “due diligence” before you would accept a real estate gift? Don’t miss this [...]

A donor’s decision to remember a non-profit in his or her estate plan happens for a variety of reasons.  Often the donor is inspired to give because he or she believes strongly in the organization’s mission. In other cases a planned gift comes about because a development officer or a professional advisor introduces the idea. [...]

Don’t miss this opportunity to learn about the impact technology can have on your planned giving efforts. Jeff Johnson of The Stelter Company will demonstrate:   • How to leverage your database to identify your best planned giving prospects • How web usability studies show better ways to engage planned giving donors • Why relevance, appropriate frequency and [...]

February 2, 2011 8:30 – 10:15 AM For over 25 years members of the Jewish Community of Charlotte have played a significant role in Charlotte-area philanthropy.  Many of its most prominent members have been instrumental in helping to found and support countless well-known nonprofits.  Names like Bernstein, Blumenthal, Gorelick and Levine along with other generous [...]