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Fort Worth Metro AFP Chapter Meeting

Monday, July 13, 2009, 11:30 a.m. – 1:00 p.m.

Southwestern Baptist Theological Seminary

TOPIC: The Real Impact of Planned Gifts

DESCRIPTION: A panel of veteran planned giving practitioners will present case studies and professional perspectives of actual planned gifts received, including cultivation process, donor profile, type of planned gift and benefit to the organization. Audience members are invited to submit questions in advance by emailing Roger Partridge, CFRE, panel moderator, at partridge@cscfw.org.

PANELISTS:

Merrilee Kuylen, CPA, Director of Gift Planning, Texas Christian University

C. Joe McIntosh, Ed.D., CFRE, Executive Director, TCC Foundation

William R. McLeRoy, CFRE, Senior Principal, The Whitestone Group

Cathy Reagan Sheffield, CSPG, CFRE, Director of Finance and Gift Panning, Texas Health Harris Methodist Foundation

MODERATOR:

Roger Partridge, CFRE, Director of Development, Child Study Center Foundation

Registration closed

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Major Gifts: The Lifeblood of a Development Program

Don’t miss this special, extended program!

Monday, August 10, 2009, 11:30 a.m. – 3:00 p.m.

Southwestern Baptist Theological Seminary

1701 W. Boyce Ave.

Presenters: Don L. Garrett, CFRE

Kathy L. Friend, CFRE

Learning Objectives: In this presentation, Kathy and Don will seek to de-mystify the entire major gifts process, with emphasis on:

Goal setting – making sure that the development leadership team is part of the goal setting process for your organization;
Leadership and prospect assessment – do not bite off more than you can chew;
Prospect research – you cannot have a relationship with a donor if you do not know what makes them tick;
Discovery – the best way to know your prospect is to meet them and ask them what is important to THEM;
Cultivation – how to build a relationship that informs you of the donor’s interests, their values, and the appropriate gift ask range;
Solicitation – make the ask much easier by developing yourself as an artful asker;
Stewardship – the major gift is NOT the end of the relationship - it is the beginning of a much larger, more comprehensive relationship if you steward the gift effectively.

Workshop Focus:

The intent of this program will be to remove the FEAR from the process of asking for major gifts and restore the luster of our profession – that of showing people how their philanthropic investments result in changes that make positive differences in the lives impacted by their generosity.

Register TodayRegiste(Registration closes Aug 5, 10 AM)

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FIRST COURSE IN FUNDRAISING

Thursday & Friday, Sept 24 & 25, 2009

Learn the essentials of fundraising in only two days. A limited number of scholarshipssmay be awarded on the basis of need to assist with the costs of the course. Applications must be received by August 3, 2009 to be considered. Awardees will be notified by August 17, 2009.

Register TodayRegister Today

AFP Fort Worth Metro Chapter - P O Box 211 Fort Worth, Texas 76101 - (817) 244-9767