Association of Fundraising Professionals
Central South Carolina Chapter
     

Planned Giving Workshop

  • 26 Apr 2022
  • 10:00 AM - 2:00 PM
  • Girl Scout Novinger Center (1107 Williams Street, Columbia, SC 29201)

Registration


Registration is closed

Join AFP for a Planned Giving Workshop featuring two guest speakers!


“Giving that Goes the Distance: How Gifts of Assets Give More in Return”

In this session, we will do a brief refresher on some basic concepts of planned giving and supporting a planned giving program. We will then dive into the assets used to fund planned gifts, how gifts of assets can provide added value for donors and how you can support them in accomplishing giving beyond their dreams. We will help you spot opportunities for donors, so you can be prepared to help them transform their thinking about the way they give to your organization, and facilitate these gifts with a donor-first approach.


Beth finds great joy in genuine connection and relationship with nonprofits and their supporters, forging meaningful relationships and building value in her service to others. She delights in the opportunity to deliver an experience of transformational philanthropy for nonprofit supporters, connecting them with a deep sense of purpose while addressing their financial and family needs.


Before entering work in the nonprofit arena, she was a Vice President Business Services Officer for BB&T bank where she served owners and executives, their families and businesses. Through this experience, she gained invaluable insight to the complex priorities and concerns of business owners and their families, including risk management, wealth transfer, and business succession. She then transitioned to work in the nonprofit hospital setting at Lexington Medical Center Foundation where she further developed her professional focus in major gifts and gift planning. Beth also serves as a consultant for Thompson & Associates where she partners with nonprofits to provide estate planning services to their supporters. Beth enjoys working in leadership efforts through her local planned giving council to educate development professionals in legacy gift work.


The Ethics of the Ask”   

We will explore various sources of Ethics, of which an advancement officer should be aware, including the AFP Code of Ethical Standards, the Uniform Prudent Management of Institutional Funds Act, various privacy laws, and general thoughts on appropriateness from a public policy perspective.  In a world, where advancement officers are identifying prospects and gathering personal information on such prospects in order to ask for funding, how do we balance that activity with a thoughtful philanthropist-oriented mindset, recognizing that we aren’t as much asking for funding as we are helping the philanthropist realize some great aspiration, whether it is to close a disparity in society, honor a person, or fulfill a spiritual or religious duty.