Planned Giving 101
Thursday, December 5
9:00 am - 1:00 pm
Registration & Breakfast at 8:30 am
Holiday Inn, North Haven
Facilitated by Ellen G. Estes, LL.B.
In this basic workshop on Planned Giving we will discuss: an overview of Planned Giving - what it is - and what it is not; why Planned Giving is important for your organization now; a brief description of the most common Planned Gift vehicles; who are your best prospects for Planned Gifts; marketing issues and ideas; and getting started. At least two people from your organization must attend – one volunteer (Board, Development Committee or other) and one staff member. Up to four total may register for the organization fee of $50. Please contact Jackie Downing regarding groups larger than four firstname.lastname@example.org or 203-777-7072.
(For those ready to take the next steps, this workshop will be followed up with a Planned Giving 201 early in 2014.)
Ellen G. Estes, LL.B., a graduate of the Yale Law School, started her career as an estate planning and tax attorney with the law firm of Shearman & Sterling in New York City. She then became Legal Counsel to the Campaign for Yale, and later served as the first Director of Development of Connecticut’s acclaimed Long Wharf Theatre.
Ellen now consults with non-profit organizations nation-wide on major and planned gift matters. In addition to consulting, Ellen specializes in presenting seminars for organizations, their boards, volunteers, and prospects, designed to provide them with the basics they need to establish, market, and administer successful planned giving programs. Her articles have appeared in national professional publications including Contributions, The Journal of Gift Planning, and Planned Giving Today, and she is a regular speaker at professional conferences around the country.
She is a recipient of the David M. Donaldson Distinguished Service Award from the Planned Giving Group of New England, and the Elizabeth Keitel Award from the Planned Giving Group of Connecticut. Her popular seminars, "Planned Giving – Plain and Simple™" are presented in the northeast in the spring each year.