Major Gifts and Planned Giving: The Fundamentals

Designed to impart the fundamentals required for success in major gift and deferred-gift fundraising, this course covers research and prospect strategies, practical tools for donor cultivation, prospect management and tracking, volunteer involvement and solicitation techniques for major gifts.

 

Experienced professionals share their real-world solicitation experience and guide participants through solicitation exercises. They provide an overview of planned giving vehicles, discuss the components of a successful planned giving program and review ways to integrate it into the development operation.

This course meets the prerequisite requirement for the Comprehensive Fund Development Certificate and the elective requirement for the Leadership Institute for Nonprofit Executives (LINE) Certificate.

Details

Section Instructor Format Schedule start date
CPNL1010.F17.1 Angela Lane, Chris Kasavich, Shirley Druggan On-campus 8:30 a.m.-5 p.m Friday, December 1, 2017

SECTION:

CPNL1010.F17.1

INSTRUCTOR: Angela Lane, Chris Kasavich, Shirley Druggan
FORMAT: On-campus
SCHEDULE: 8:30 a.m.-5 p.m
START DATE: Dec. 01, 2017

Job Title: Chief Development Officer

Organization: Houston Ballet

Degree(s): Master's degrees in philanthropic studies and public communication

Certifications: CFRE

Angela Lane, CFRE, is the chief development officer at Houston Ballet. Prior to this position, she worked at Houston Grand Opera as director of individual giving, and she worked at American National Red Cross in support of disaster fundraising, major gifts and regional fundraising. She holds an MA in philanthropic studies from Indiana University Purdue University at Indianapolis and an MA in public communication from American University.

Job Title: Senior Director of Development

Organization: UT MD Anderson Cancer Center

Degree(s): BA, MBA,

Certifications: BA, MBA, CFRE

Chris Kasavich has been a professional fundraiser for thirteen years, serving in a variety of positions and nonprofit sectors. He began his career in fundraising at Rice University as their first Leadership Giving officer for Annual Giving before joining their Major Gifts team. After four years he joined the Houston Symphony as Director of Corporate Relations, where he managed the Corporate Relations team in engaging and stewarding corporate partners. Chris joined Baylor College of Medicine in 2008 as Director of Annual Giving, and in five years more than doubled the performance of the annual giving program. Currently, as a Director of Philanthropic Resources at the University of Texas MD Anderson Cancer Center, Mr. Kasavich is focused on raising major gifts to support the $1B Moon Shots campaign. Mr. Kasavich earned his CFRE in 2009, and graduated with honors from the University of Houston Bauer College of Business with an MBA in 2010. He earned his undergraduate degree from Trinity University in San Antonio. Through AFP, Development Dialogues, and the Center for Philanthropy & Nonprofit Leadership at Rice University he has presented seminars and coursework on corporate giving, annual giving, donor pipeline management, and the employment of professional marketing strategy in fundraising and annual campaigns.

Job Title: Principal

Organization: Major & Planned Estate Gift Consulting

Degree(s): Master's degree

Certifications: CAP

Shirley Druggan has a long record of leadership in the philanthropic community, locally and nationally. With more than 25 years of experience in all types of fundraising, focusing on ultimate, principal, major gifts and reviving multiple programs, her leadership roles in philanthropy span from working with our nation’s top urban higher education and healthcare institutions, assisting charities in the Appalachian mountains, and presenting to nonprofit leaders, professionals and volunteers nationwide. Ms. Druggan is one of only a few select gift planners with the Chartered Advisor in Philanthropy (CAP) designation in the Houston area from The American College’s Graduate School of Finance, and most recently, the Fellow in Charitable Estate of Gift Planning. While studying for her Master’s degree at Vanderbilt University, she took advantage of the courses offered in Institutional Advancement, one of the first such programs in the nation. Her leadership roles include serving as the president of the Planned Giving Council of Houston, chair of the Gulf Coast Gift Planning Conference, and a member of several national committees.

Term: Fall 2017

Start Date: Dec. 01, 2017

End Date: Dec. 01, 2017

Schedule: 8:30 a.m.-5 p.m

Length: One Friday

Location: Rice campus

Fee: $255

For AFP Members: $217

CEUs: 0.7

CFRE: 7 points

Note : This course meets the prerequisite requirement for the Comprehensive Fund Development Certificate and the elective requirement for the Leadership Institute for Nonprofit Executives (LINE) Certificate.

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