The Center for Healthy Nonprofits is offering a four-part series on Fundraising for Nonprofits that will cover both the basics for beginners and advanced topics for organizations with an interest and the capacity to invest focused resources in advancing their development programs.
CEO’s/Executive Directors, development staff at all levels, and board members/volunteers engaged in fundraising may find one or more of the programs in this series informative and useful. You need not register for all 4 sessions. However, fundraising certificates will be provided upon request to those who participate in all the sessions.
Session 3: Nuts + Bolts – Building a Basic Planned Giving Program
This session will give you the tools to assess your non-profit and determine your readiness for accepting planned gifts. The session will cover how to do an inventory of where you are now; the nature of different types of gifts; beneficiary designations; gift policies and investment policies; issues related to receiving stock and IRA gifts; and donor recognition. The necessary infrastructure will be broken down to essential components. Ideas for marketing your program to donors will also be provided.
About the Presenter
Hank Peck, CFP®, AEP®, is a native Tucsonan and a graduate of Northern Arizona University. He is retired from TCI Wealth Advisors, Inc., where he was an advisor and partner. He is active with non-profits, serving on the boards of directors for Arizona Town Hall (board chair 2017-2019), Planned Giving Round Table of Southern Arizona, and the Los Charros del Desierto Foundation. He is a member the Southern Arizona Leadership Council, Community Advisory Board for Arizona Public Media, and Los Charros del Desierto.
His professional memberships include the Planned Giving Roundtable of Southern Arizona and the Southern Arizona Estate Planning Council. He is a Senior Advisor to the Community Foundation of Southern Arizona. Hank has served as board chair for the Northern Arizona University Foundation and the Foundation’s Investment Committee. He chaired the 2009 – 2016 Northern Arizona University Capital Campaign.
Hank is the owner and managing partner of Justamere Farm and he is a part-time cowboy at the XX Ranch in Mescal, Arizona.