Community Calendar https://mngpa.org/events/event_list.asp Fri, 29 Mar 2024 15:14:22 GMT Wed, 24 Apr 2024 04:00:00 GMT Copyright © 2024 Minnesota Gift Planning Association 2024 MGPA Program Series - Package https://mngpa.org/events/EventDetails.aspx?id=1825336 https://mngpa.org/events/EventDetails.aspx?id=1825336

NEW PROGRAM BUNDLE!

2024 MGPA Program Events Bundle

Invest in your impact this year by purchasing a 2024 annual program package: 6 programs for the cost of 5 ($225 for members, $325 non-members)

Each includes at least 2 hours of continuing education & will also be offered as a stand-alone event—so register for what works! Additional details will be made available as they are confirmed.

Next Steps:
Option 1: Purchase program package through this event & receive your access pass for 2024 programs
Option 2: Purchase individual program offerings by visiting the events calendar and registering for those that fit your schedule.

 

FEBRUARY
Building Future Gift Momentum—Estate conversations and plans to bring in larger gifts both now and later

Register here for just Feb and to view full event details

Wed, February 28th
8:30 - 10:30 am
Location: Maplewood YMCA

Learn from 3 estate planning attorneys some key things you need to know to boost legacy giving, including highlights of an effective 5 year plan.

  • Conversations that matter
    • What every gift planner and financial professional should know about holding estate intent conversations
    • Impactfully bringing up legacy in conversation-- 3 things you need to know
    • Questions to ask clients to get at their charitable legacy intent
    • How this conversation dovetails with retiree income, charitable gift annuities and other charitable income trusts for the client who still needs the money
  • Estate planning and your planning
    • Creating a 5-year plan to bring in larger gifts—both now and later!
    • Motivating donors and building momentum through estate planning seminars
    • Highlights on how this may tie in with Long-term care income/ asset concerns

 

APRIL

Tax Smart Giving: tips for client/donors of many net worth levels

Wealth Mindset: How Wealthy People Think about Money & Assets

Wed, April 24th

Time and Location: TBA

 

May
Family Philanthropy: kids and grandkids into philanthropy 

Aging Matters: What you need to understand about senior client/donors to grow your impact

Location: Union Gospel Mission

Date & Time: TBA


July

Art of Relational Fundraising - optimizing your connections

Location, Date & Time: TBA


August

The Powerful Ask & The Powerful Ask II

Location, Date & Time: TBA

 

September

Maximum Impact on Shoestring Time

Efficiencies to Make the Most of Your Ask

Location, Date & Time: TBA

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Wed, 24 Apr 2024 05:00:00 GMT