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 to those who participate in all the sessions.
Session 3: Start Planned Giving Now!
This session will provide information about the importance of planning giving for your non-profit.
You must let donors know that you are accepting gifts from their estates; if you do not ask for bequests from your donors, someone else will. This session is designed to help you make the case for the benefits of having a planned giving program, no matter how small you staff is. Also important in this session is examining why donors believe in creating endowments, their motivations, and how to identify them.
Statistics about estate gifts, their value to your organization, and building endowments will also be discussed. Basic low-hanging fruit strategies such as TOD gifts, appreciated stock, and IRAs will be presented. This information is important for both staff and for board members.
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.