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Monday, September 14 • 10:45am - 11:45pm
The 7 Things You Must Do To Be Successful In Planned Giving

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This session will explore the absolute "musts" for guaranteeing an efficient, effective and cost manageable way to generate revenue from the fastest growing area of philanthropy. The discussion will identify some proven methods of generating current gifts from planned giving efforts and the planned giving paradigm will be simplified so development executives can work with donors in full confidence about their recommendations


Donna Adair

Senior Manager, Catholic Relief Services

avatar for Philip Ray Converse, LL.B.

Philip Ray Converse, LL.B.

President and CEO, The Converse Group
Philip Converse is an attorney and CEO of The Converse Group.  He has more than 48 years of hands-on experience in strategic planning, planned giving/major gifts, case development, and fund raising tactics.  Mr. Converse has worked with hundreds of non-profit organizations including arts groups, universities/colleges/private schools, health care institutions, international social service agencies, and numerous foundations.  His... Read More →

Monday September 14, 2015 10:45am - 11:45pm
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Attendees (26)