What You Need to Know About Planned Giving When Planned Giving is Not All That You Do

Planned Giving can be pretty daunting if it is not your primary development responsibility - Estates, Trusts, CRAT's, CRUT's, NIMCRUT's with a flip provision…

During this webinar we will look at the most common planned gift types, discuss their properties and look at the donor characteristics associated with each gift. In addition to coming away with the tools to identify the gift planning technique that meets your donors' needs, you will also learn the best way to market these gifts.

Whether you run a one-person shop with Planned Giving responsibilities or you're a Major Gift Officer looking for a blended gift, this session will help you understand the essential elements of Planned Giving that you need for your job.

About the Presenter: Timothy D. Logan, FAHP, ACFRE

Timothy D. Logan, FAHP, ACFRE is Vice President, Donor Engagement Strategy at Innovairre Communications where he develops multichannel strategy for data-driven digital fundraising and donor-engagement.

His passion is using data to connect donors with nonprofit philanthropy. Tim has been a leader in developing innovative multichannel direct response programs targeted to major and planned giving donors and has worked extensively in developing grateful patient programs for hospitals. His most recent work focuses on omnichannel donor communication using social channels and digital communication to increase fundraising and donor engagement.

Tim has worked in both the for-profit and nonprofit sectors and has 35 years’ experience in fund raising and nonprofit management. He holds a Masters of Nonprofit Management (MNO) from Case Western Reserve University, Cleveland, OH. He holds ACFRE advanced certification from the Association of Fund Raising Professionals and is a Fellow of the Association of Healthcare Philanthropy (FAHP). Tim is one of only six fundraising professionals to hold both advanced certifications.

Tim’s background in the nonprofit sector includes 17 years’ experience working for national health organizations. His roles have ranged from local chapter fundraising to Chief Development Officer positions at the national level. Tim’s experience includes working for USO, Muscular Dystrophy Association, American Diabetes Association, and the National Osteoporosis Foundation, among others. 
Tim has also spent 18 years as a direct response fund raising consultant managing multi-million dollar direct response programs.

An AFP certified Master Instructor since 2002, he is a seasoned lecturer and author on fundraising and nonprofit management.