To create a vibrant community of local professionals committed to practicing ethical and effective fundraising

 

AFP, an association of professionals throughout the world, advances philanthropy by enabling people and organizations to practice ethical and effective fundraising. The core activities through which AFP fulfills this mission include education, training, mentoring, research, credentialing and advocacy.

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A Date with Planned Giving

Friday, February 24, 2012

8:00 am to 5:00pm

Co-Presented by AFP SoCo and CPGR

 

REGISTER NOW

 

 

 

 

Mark your calendar now and look for more information, including how to register, in January! Enrollment limited to 40

 

Cost, including lunch and conference materials:                 

                $65.00 – AFP or CPGR member

                $85.00 – Non member

                $45.00 – Board Member from same NPO

            Registration cost increases $10 after February 14^th

 

This all-day seminar focuses on Bequests, which represents over 80% of all planned gifts.  This is a hands-on and very practical day for you and your NPO.  You will come away with simple yet specific adjustments to enhance your current fundraising program, along with the following:

• A toolkit of sample letters, policies, marketing materials to adapt to your NPO
• A template for mining your donor database for bequest prospects
• A marketing strategy for promoting bequests
• The knowledge to accept a bequest successfully and enhance the relationship with the family
• The opportunity to problem-solve with others about real-life situations.

This seminar is team-taught by:

Jim Brozo, CSPG, CFRE –Vice-President with Penrose St. Francis Health Foundation and 2011 AFP/SOCO Fundraiser of the Year

Jeff Mielke, CSPG – Planned Giving Manager with the U.S. Olympic Committee and AFP/SOCO Board member

Dianne Reitan – Financial Assistant with Summit Wealth Group and AFP/SOCO Board member

Gina Taranto, CFRE – Director of Development with Colorado College and Former President of Colorado Planned Giving Roundtable

 

Questions? Contact Jim Brozo at 719-776-7163

 

REGISTER NOW

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Penelope Burk celebrating with AFP Southern Colorado's Outstanding Fundraising Professionals, Christi-Marie Butler and Jim Brozo

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2011's Outstanding Fundraising Executive

 

James K. Brozo, CFRE, CSPG

 

Vice President – Gift Planning

Penrose-St. Francis Health Foundation

 

 and presenting

 

The Outstanding Emerging Fundraising Professional

 

Christi-Marie Butler

 

Director of Development

The Colorado College

 

 

 

 

Please support our sponsors - key partners in philanthropy in Southern Colorado

                                                                                                        

 

 

             

 

          

 

  

 

 

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AFP's Monthly Social

 

 

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