Events

A session that provides the “how” to build a simple but effective game plan that engages your donors in the planned giving conversation.

About this Event
In this fundraising ‘training camp’ session, you’ll understand the charitable giving playing field in a whole new way, learn the fundamentals of preparing for conversations with your donors and receive coaching tips from a frontline fundraising duo on how to bring belief and confidence to your conversations with donors. You’ll leave this session ready to create and execute a winning planned giving game plan of your own.

Learning Objectives

  • Identify the key elements of a productive planned giving conversation with a donor and ways to craft a productive conversation built upon those elements.
  • Demonstrate a basic understanding of the origins of charitable gift planning and an appreciation for the evolution of planned giving from traditional deferred gifts to blended gift opportunities.
  • Describe how the characteristics of belief and confidence play a role in the gift planning process, especially in the successful solicitation of planned and/or blended gifts.

Agenda:

7:45 – 7:55 am Login 7:55 – 8:00 am Welcome and Introductions 8:00 – Program Begins

Our Presenters:

Robert King, JD serves as an Assistant Vice President for Health Sciences Development at the University of Iowa Center for Advancement. Bob leads the fundraising efforts for Internal Medicine at UI’s Carver College of Medicine and provides donors with highest level of advice and support for their charitable interests and priorities.

Bob joined UICA in January, 2021 from Children International, where he had served as the National Director of Gift Planning since December, 2018. While at Children International, Bob revitalized a stagnated planned giving program and oversaw the delivery of a robust $17.4 million pipeline of deferred gift expectancies in just under 15 months.

Prior to his work at Children International, Bob served as the Sr. Director of Advancement for the C.T. Bauer College of Business where he was the architect of Here, We Go: From Credible to Incredible, the college’s $120M portion of the university’s successful $1 billion capital campaign. Bob joined UH in 2014 as the director of gift planning where he oversaw the university’s gift planning function, collaborated with UH fundraisers to develop gift planning strategies for UH donor while providing guidance on legal, tax and gift acceptance issues.

Bob also served as the senior director for gift planning and special counsel for Knox College in Galesburg, Illinois, where he was responsible for both the college’s gift planning and risk management programs. Before entering the field of charitable gift planning, Bob worked in estate administration at The Northern Trust Company in Chicago and later served as senior vice president and senior trust officer for the Farmers & Mechanics Bank in Galesburg, Illinois where he managed all matters related to trusts, estates, investments and personal financial planning.

Bob earned a BA from Illinois Wesleyan University and a J.D. from the Illinois Institute of Technology-Chicago Kent College of Law. He holds an Illinois law license and is a member of the National Association of Charitable Gift Planners’ Leadership Institute, the Mid-America Charitable Gift Planners and the Association of Advancement Service Professionals (AASP).

Dalia Pineda serves on the development team for Children International. Dalia joined Children International from University of Houston where she was employed for fourteen years in higher education leadership including marketing, diversity, inclusion, strategy, philanthropy and external relations.

She is a collaborative fundraising professional skilled in leading a team to effectively create and implement campaigns. Dalia is a diversity and inclusion trainer and Gallup Strengthsfinder facilitator. She earned a B.A. in Sociology and Hispanic Studies from the University of Texas at Austin, and an M.A. focused in Sociology and Cross Cultural Studies from the University of Houston-Clear Lake.

This will be a ZOOM presentation. Registration is required and those registering will be sent reminder e-mails with connection information 48 hours prior to the event and again 30 minutes prior to the start.