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Leave a Legacy Annual Summit
Staying the Course with Charitable Gift Planning
What economic downturns (and pandemics) can teach us about our donors and their quest for permanence
Participants will engage in a two-part virtual and interactive workshop detailing planned giving techniques that engage donors and enhance their potential to powerfully impact an organization’s mission. This session will explore various donor gift scenarios, untapped opportunities for illiquid assets, strategies to discover donors’ philanthropic visions and maximize their goals and legacies. Attendees will better understand and implement strategies around the following areas:
- When presented in a strategic and meaningful way, planned giving has a broad, all-inclusive appeal
- Current trends and new techniques enhance annual, major and planned giving revenues
- A holistic approach is vital when presenting outright and deferred giving options
- Recognition of and meaningful responses to donor ques, key language and questions guides gift officers to more impactful conversations
James Gold is a Principal Consultant at Accordant, a health care consulting firm, where he specializes in major and planned giving training, fund development campaigns and health executive searches. Over a 20 year period prior to Accordant, he held major and planned giving positions at Children’s Hospital of Philadelphia, United Way of Greater Lehigh Valley, Geisinger Medical System, Lafayette College, Moravian College and Lehigh University. Most recently as Director of Planned Giving at Children’s Hospital of Philadelphia, James led a collaborative effort to raise $12-$16 million annually in planned gifts. Throughout his career, he has developed a passion for and excelled at the training and coaching of gift officers, enhancing their confidence with major and planned giving strategies and implementation.
James has earned certifications from the National Planned Giving Institute at the College of William and Mary and in the Discipline of Frontline Fundraising from Plus Delta Partners. He holds a degree in psychology from Moravian College and is a member of the Association of Health Care Philanthropy, Association of Fundraising Professionals and the Planned Giving Council of Greater Philadelphia.