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Nuts & Bolts Session: Equipping Your Planned Giving Toolbox with the Right Tools

  • 06/14/2022
  • 8:00 AM - 9:00 AM
  • Virtual

Registration


JOIN US FOR FOR OUR NUTS & BOLTS SESSION


JUNE 14, 2022

(NOTE: This is a Virtual Session!)


8:00 - 9:00 a.m.


RSVP DEADLINE:

Wednesday, June 8, 2022 (5:00 p.m.)


Equipping Your Planned Giving Toolbox

with the Right Tools


Kelli Smith


This session will provide helpful insights to help gift officers confidently engage their donors in gift planning talks. Many gift officers wear multiple hats and are not, or feel they are not, fully equipped or prepared to have comprehensive planned giving conversations. Every gift officer needs the appropriate tools to prepare for successful communication. We will discuss what that toolbox might look like and how to hone your skills to select the right tool for the right donor. Session objectives: Discover the tools you need to have meaningful conversations with your donors; Lost in translation – demystify your internal jargon; make it plain; Learn…know your audience and master your messaging; and Professional development and ongoing education – why it matters and how to get it.

Kelli Smith, CFRE Chief Development & Engagement Officer, John Ball Zoo Kelli Smith's career in philanthropy spans more than two decades in health care and academia, serving in organizations whose missions closely align with her passions. Kelli is the Chief Development and Engagement Officer at John Ball Zoo, leading the strategy and vision for the Zoo’s development, marketing, community relations, and government affairs. She is responsible for deepening relationships, inspiring the care and conservation of wildlife and wild places, and uniting the community through education, culture, and transformational legacy. Kelli is the Chair of the National Board of Charitable Gift Planners. In addition, she is active in her community, serving on the East Grand Rapids Schools Foundation and Children's Advocacy Center of Kent County boards and the Grand Rapids Chamber’s Create Great Leaders Council. Kelli holds a master’s degree in Health Services Administration and is pursuing a Chartered Advisor of Philanthropy certification.


TO MAKE YOUR RESERVATION:

Click on the above "Register" Button

or

Go to the Website:

www.dallascharitablegiftplanners.org

ZOOM INSTRUCTIONS WILL BE INCLUDED WITH REGISTRATION CONFIRMATION - SAVE FOR THE DAY OF THE SESSION!


SPONSORED BY:

Dallas Jewish Community Foundation


We Would Like to Thank All of Our 2022 Sponsors:

Communities Foundation of Texas

C3 Financial Partners

The Dallas Foundation

Dallas Jewish Community Foundation

Heritage Auctions

HighGround Advisors

PNC Institutional Asset Management

Southern Methodist University

Holland & Knight

Texas Presbyterian Foundation

Location Sponsors:

Center for Brain Health at UTD

The Catholic Foundation

Communities Foundation of Texas


DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

P.O. BOX 38553, DALLAS, TX 75238 |  214-221-5170

www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com




About us

The Dallas Council of Charitable Gift Planners is the professional association of people in the Dallas metropolitan and North Texas area whose work involves developing, structuring, and administering planned gifts, and the allied professionals with whom they work.

Become a member

Our members include fundraisers, planned and major gifts officers, consultants, attorneys, accountants, financial planning professionals, insurance professionals, donor advisors, and trust officers.

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