March 8, 2012
PRIMER PROGRAM 9:30 to 11:30 a.m. (9:15 a.m. Check-in)
Topic: Effective Disclosure and Stewardship with Life Income Gift Donors
Featuring: Jeff Underwood, Kaspick & Company
Program Description: In this session, we will discuss the principles of effective disclosure, both before and after the gift, including a review of the various legal requirements. Traditional approaches will be examined as well as common challenges encountered with good disclosure practices. Tools for supporting both the disclosure process as well as ongoing communications with donors will also be considered.
Continuing Education Credit (Pending Approval): 2 Hours MCLE, CFRE, CFP, CPE
Jeff Underwood
Kaspick & Company, LLC
Mr. Underwood joined KASPICK & COMPANY in 2008 from the University of California, Berkeley where he was an Associate Director of Gift Planning. Prior to working at UC Berkeley, he was the Director of Gift Planning at The First Church of Christ, Scientist in Boston. He has over 15 years experience in gift planning and served as President of the Planned Giving Group of New England in 2004–2005. He graduated with high honors from the American Bankers Association’s National Graduate Trust School, has a BS in Accounting from the University of Missouri—Kansas City, and earned an MBA with honors from Northeastern University.
LUNCHEON PROGRAM 12:00 to 1:30 p.m. (11:30 a.m. Check-in)
Topic: The "Why" of Giving, & Getting to the Legacy Ask
Featuring: Greg Lassonde, CFRE
Program Description: As gift planners we too often race to technical detail, and too soon. Those with little or no experience are paralyzed with fear of the unknown, avoid the conversation, may think, “Let the experts handle it.” Whatever your level of experience, what’s a staff member, professional advisor or volunteer to do? While most successful legacy programs are mission focused and readily visible through a nonprofit’s communication channels, lead generation usually stops at the direct mail check box. Actively making legacy asks is relatively new territory, and for those already making the ask, mostly confined to staff with “planned giving” responsibility. Come hear Greg Lassonde weave these and other elements into a presentation focused on moving away from the old planned giving paradigm of the “experts,” to the relatively new world of legacy giving embraced and practiced beyond the confines of the planned giving officer and development department.
Continuing Education Credit (Pending Approval): 1 Hour CFRE, CFP, CPE
Greg Lassonde, CFRE
Legacy Giving Specialist / Consultant
Greg Lassonde, CFRE, has been a legacy giving specialist since 1992. He started his consulting practice in 2007 and has a wide variety of nonprofit clients. His fundraising experience since 1982 covers the full spectrum of programs on both the individual and institutional side. He has worked in a variety of nonprofits from KPFA Radio to the San Francisco Symphony. He’s a past board officer of the Northern California Planned Giving Council where he served three terms and chaired two annual conferences. He’s a board member of the Oakland Zoo Foundation and a recent past treasurer of the Association of Fundraising Professionals – Golden Gate Chapter. He’s also a past board officer of Development Executives Roundtable, Development Exchange (public radio fundraising training), Youth Radio, and Neighbor to Neighbor.
Both events to be held at:
The City Club
155 Sansome Street
San Francisco
