January 2017 Monthly Meeting

January 24, 2017 – Speaker: Alex Brovey, “Black Belt Gift Planning: Ten Stages to Becoming a Master”

As masters of karate know, even the most complex task or form involves knowing the basics and building on them over time. Gift planning veterans similarly know that each time they prepare for a gift conversation, design a marketing piece, strategize with a colleague about gift options or plan a training; they are building on a foundation of prior experiences. We will also explore both “hard” and “soft” skills that epitomize the character of a master gift planner.

Learning Objectives:

• Explore the various stages in a typical gift planner’s career path that lead to success individually and at your charitable organization.
• Discuss lessons learned, gift scenarios, training ideas and donor stories at each stage.
• Interact with fellow attendees to discuss both the art and science of gift planning, including metrics versus goals, blended gift scenarios and other current topics.

Members are encouraged to bring a guest or guests that would make a valuable addition to the group.  There will be no charge for potential members attending this meeting.

We ask that you wear your respective work name badge to the meeting.  This allows other members and guests to immediately associate you with your organization!  If you do not have a name badge and RSVP for the meeting, we will have a generic nametag waiting for you. 

Agenda

Networking and Coffee - 8:00 – 8:30 am

As a member/guest you are welcome to stop in the cafeteria and grab a beverage and breakfast snack prior to coming into the room.  At checkout simply let the cashier know you are with the MIPGC.

Education Program - 8:30 – 9:30 am

Regular monthly meetings of the MIPGC are held at Iowa Lutheran Hospital (corner of East University and Penn Avenue in Des Moines) on level B in the back of the cafeteria.

Next Meeting:
February 28, 2017