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Tuesday, September 15 • 1:45pm - 2:45pm
Generating the Ultimate Gift of a Lifetime: Who, When, What, How and How Long?

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This session focuses on generating the Ultimate Gift of a Lifetime. For most Catholic donors, this is a bequest or other planned gift. It will address: Who makes these gifts, when decisions are made, what is an average gift and who tells you in advance, as well as why it is important to know. It will also explain how to ask, what types of marketing does and doesn't work and when you will actually get the money. Much about planned giving is counter-intuitive. This presentation is based on 50 years of proprietary research, facts and pragmatic experience from thousands of charities.

  • 1. Identify who makes bequests & other planned gifts and when decisions are made
  • 2. Identify how to raise the topic and what types of marketing does and does not work
  • 3. Identify the timeframe involved and how quickly these gifts can come in


Carrie Whitmoyer

Director of Mission Advancement, Missionary Sisters of The Most Sacred Heart of Jesus

avatar for John Jensen, CFP

John Jensen, CFP

Senior VP & Consultant, Sharpe Group
|             John Jensen is SVP & Senior Consultant for Sharpe Group, based in Washington D.C. With over 35 years of fundraising experience, John works with charitable organizations in Washington and across the country to design and implement effective charitable gift... Read More →

Tuesday September 15, 2015 1:45pm - 2:45pm
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