Starting the Conversation · 10/9/2014  · Starting the Conversation: Moving donors from first...

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Please REGISTER TODAY by emailing this scanned form or requested informaon in body of email to [email protected]. Contact Name: Title: Organizaon: Mailing Address: Telephone: FAX: Email Address: Is your organizaon a current LEAVE A LEGACY Partner? If not, please bring $15.00 with you to the lunch ACCT CODE 4980 Starting the Conversation: Moving donors from first date to proposal! Join us for an interactive session that will focus on initiating conversations with donors about legacy giving. Many fundraising professionals have difficulty introducing planned giving conversations with donors for a variety of reasons: They fear donors dont want to talk about their own mortality They are concerned the conversation will move beyond their technical expertise They are not able to determine the best time to introduce the topic Nikki Shingle from Everence will address strategies for transitioning a loyal annual donor to a planned giving donor and overcoming your anxiety about introducing an idea that may get technical and complicated. She will also review interpersonal communication theories that will guide you in supporting your donors with conversations about their passions and values. FREE lunch program for current LEAVE A LEGACY York County Partners! Non-partners are welcome to aend for $15 per person. YORK COUNTY A program of the York County Bar Foundation Thursday, October 9, 2014 12:00 1:30 p.m. Margaret E. Moul Home, 2050 Barley Road, York, PA 17408 Free parking! For more details, visit www.leavealegacy-pa.org. Nicole Shingle, CGPA, Everence Charitable Services Representative Nikki is the charitable representative for Everence and part of the team of advisors in the Lancaster and Central PA areas, and has over ten years of development experience in the areas of grant writing, event fundraising and major and planned giving. She has an excellent background in understanding the needs of donors and of charitable organizations, and she currently serves families, non-profit organizations, and businesses throughout central Pennsylvania in charitable planned giving. Nikki earned her bachelors degree from Messiah College in Communication and a masters degree in Organizational Development and Leadership from Shippensburg University. She is a certified Certified Gift Planning Associate through Crescendo Interactive.

Transcript of Starting the Conversation · 10/9/2014  · Starting the Conversation: Moving donors from first...

Page 1: Starting the Conversation · 10/9/2014  · Starting the Conversation: Moving donors from first date to proposal! Join us for an interactive session that will focus on initiating

Please REGISTER TODAY by emailing this scanned form or requested information in body of email to [email protected].

Contact Name: Title:

Organization:

Mailing Address:

Telephone: FAX:

Email Address:

Is your organization a current LEAVE A LEGACY Partner? If not, please bring $15.00 with you to the lunch ACCT CODE 4980

Starting the Conversation: Moving donors from first date to proposal!

Join us for an interactive session that will focus on initiating conversations with donors about legacy giving. Many fundraising professionals have difficulty introducing planned giving conversations with donors for a variety of reasons: They fear donors don’t want to talk about their own mortality They are concerned the conversation will move beyond their technical expertise They are not able to determine the best time to introduce the topic

Nikki Shingle from Everence will address strategies for transitioning a loyal annual donor to a planned giving donor and overcoming your

anxiety about introducing an idea that may get technical and

complicated. She will also review interpersonal communication theories that will guide you in supporting your donors with conversations about

their passions and values.

FREE lunch program for current LEAVE A LEGACY York County Partners! Non-partners are welcome to attend for $15 per person.

YORK COUNTY

A program of the York County Bar Foundation

Thursday, October 9, 2014 12:00 – 1:30 p.m.

Margaret E. Moul Home, 2050 Barley Road, York, PA 17408 Free parking! For more details, visit www.leavealegacy-pa.org.

Nicole Shingle, CGPA, Everence Charitable Services Representative Nikki is the charitable representative for Everence and part of the team of advisors in the

Lancaster and Central PA areas, and has over ten years of development experience in the areas of grant writing, event fundraising and major and planned giving. She has an excellent background

in understanding the needs of donors and of charitable organizations, and she currently serves families, non-profit organizations, and businesses throughout central Pennsylvania in charitable

planned giving. Nikki earned her bachelor’s degree from Messiah College in Communication and a master’s degree in Organizational Development and Leadership from Shippensburg University.

She is a certified Certified Gift Planning Associate through Crescendo Interactive.

Page 2: Starting the Conversation · 10/9/2014  · Starting the Conversation: Moving donors from first date to proposal! Join us for an interactive session that will focus on initiating

YORK COUNTY

137 E. Market Street York, PA 17401 (717) 854-6897

www.leavealegacy-pa.org

Full-page color version of this map is available for download on our website at www.leavealegacy-pa.org.

Directions to the Margaret E. Moul Home: Turn onto Kenneth Road from Route 30; go straight at the light and go to the top of the hill (Health South Rehab is on the left); turn left onto Barley Road and go past Manor Care, Manchester Heights Condominium; the Home sits on the left; park in any available space or on the south side of Barley Rd. Enter in front doors, sign registration and go straight back the central hall to Living Room 2.