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Planned Giving Workshop with Pamela Davidson/Davidson Gift Design

  • Date: November 6, 2018
  • Time: 8:30 a.m. - 4:00 p.m.
  • Where: The Family Center 1800 N. Blanchard St. Findlay, OH 45840

Please RSVP below.

Workshop Details

This workshop will cover a variety of topics related to planned giving, including the essence of planned giving, role of board and leadership in proactive, sustained giving, donor benefits, and profiles of those most likely to give planned gifts. The session will cover the Model Standards of Practice for the Charitable Gift Planner (ethics and confidentiality). The internal aspects of planned giving, including whom to involve, how to document the process, the various roles of staff, board, and leadership, and types of gifts that can be accepted will be discussed.

Additional topics will include simple planned gift types, charitable gift annuities, and a discussion of any prospects with assets and goals that may be prime planned gift prospects. The final activity will involve deciding how to introduce planned giving into a conversation with a prospective donor and role playing.

TCF Cancellation Policy: 

Background:  Since 2011, The Findlay-Hancock County Community Foundation has been offering coaching sessions as part of the capacity building curriculum each year. In 2018, over 100 sessions were offered with Aly Sterling Philanthropy, Betsy Kelsey, Jennifer Williams, and Aurora Consulting. Cancellations have caused openings that were either unable to be filled, or caused staff time to be spent rescheduling and making changes at the last minute. Given the demand for coaching sessions from the nonprofit organizations in our community, and as a courtesy to the consultants who provide these sessions, a cancellation policy is necessary to help balance demand and scheduling needs.

Policy:  TCF will remind agencies of booked coaching sessions five days prior to the session. This is in addition to the initial email confirming the appointments. TCF expects that not only staff, but also board members, will attend each of these sessions. If a change must be made, we request agencies do one of the following items:

  • Provide notice at least 72 hours in advance of the appointment for TCF to make a change.

  • Switch appointments with another agency (we can provide a list of agencies that have appointments within the next few months).

  • Find someone else from the agency who can attend. Ideally, several people (including staff and board) should already be planning to attend each coaching session.

  • Arrange an alternate time with the consultant prior to the scheduled time (this is contingent on the consultant being able to arrange an alternate time)

If an agency must cancel and is unable to complete any of the above, a $250 charge will be assigned to the agency. This is to help cover approximately one half of the cost of the appointment. 

Rationale:  Each two hour coaching session costs TCF at least $500. When a session is scheduled and not attended, the cost to TCF does not change. In addition, staff time and resources are spent attempting to either fill the spot or make other arrangements with the consultant. Given the investment, it is reasonable to expect a commitment from the agencies who are assigned to the appointments. With multiple individuals (both staff and board) expected to attend the coaching sessions, being able to keep appointments is not dependent upon one individual within an agency. While emergency situations may happen, we are hopeful at least one of the four alternatives from the policy above will be able to be completed. 

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Participant Information

Agency Information

Agency directors (or those in a similar role) should answer the following questions in order to apply for one of the 8 coaching appointments following the workshop. Only one application should be submitted per agency. Agency directors will be notified through email if they have received an appointment.