Breakfast Meeting and Education Seminar: May 11, 2010

Breakfast Meeting | Education Seminar | Details

If you prefer, you can download the form and mail/fax with payment to the MPGC Office.

Online registration has closed, however, we welcome onsite registration.

Breakfast Meeting:
Predicting the Next Planned Gift

Joshua Birkholz has built hundreds of custom models for large and small nonprofits predicting planned giving and prioritizing direct marketing for deferred gift development. In this breakfast session, Joshua Birkholz will introduce predictive analytics and provide applications for integrating this powerful science to increasing your program’s production and efficiency.

Speaker Highlights:

Joshua M. Birkholz is a principal at Bentz Whaley Flessner, where he oversees consulting services in development operations and the analytics division, DonorCast. He has built data mining programs and ushered organizational change for leading non-profits in higher education, healthcare, the arts, advocacy, and social service sectors throughout the United States and beyond.

His thought leadership in creative, data-driven strategies for fundraising is evident in his many speaking engagements and published work, most notably, in his sought-after book, Fundraising Analytics.

Mr. Birkholz earned his Bachelor of Arts from Concordia University-St. Paul and his Master of Arts in arts administration from St. Mary's University of Minnesota.

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Education Seminar:
Why, and How, to Pursue Real Estate Gifts During Challenging Economic Times

As gifts of cash and appreciated securities remain hard to come by, more and more development professionals are turning their attention to the single largest asset category for many of their donors, their real estate holdings. This presentation will profile the likely real estate donor and the typical real estate gift during these times. Trends and best practices regarding real estate gifts, as revealed in the 2008 Survey of Real Estate Gifts conducted by NCPG/PPP (and as reported on in the fall issue of The Journal of Gift Planning), will be featured. Real estate gift structures that make particular sense during these times will be highlighted. The presentation will conclude with a review of the practical steps being undertaken by non-profits that have succeeded in their efforts to more intentionally pursue real estate gifts.

Speaker Highlights:

Dennis Bidwell is principal of Bidwell Advisors, a Northampton, Massachusetts consulting firm specializing in real estate gifts, and serving non-profit clients of all sizes as well as private property owners. Prior to forming Bidwell Advisors, Bidwell was national land protection director at American Farmland Trust, and worked in Boston as vice president of Leggat McCall Advisors, as development officer at National Trust for Historic Preservation, and as program officer at Associated Foundation of Greater Boston.

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Details