Goal
The purpose of this event is to move Avera foundations and outside nonprofit fundraisers to the next level through sharing best practices and developing as health care philanthropy practitioners.
Business casual dress is encouraged for the day.
Avera Foundation
The Avera Foundation began in 1982 to create a way through which people could participate in the healing ministry that has become Avera. This health ministry, sponsored by the Benedictine and Presentation Sisters, serves the people of eastern South Dakota and surrounding states with hospitals, nursing homes, clinics and other health services at more than 300 locations.
Our purpose is to solicit and distribute private funds in cooperation with Avera partners. Private support is increasingly needed to meet the challenges of providing quality health care. Through their contributions, donors touch the lives of friends, families, neighbors and strangers when help is most needed. Gifts are used to purchase special equipment and provide programs and assistance that otherwise would not be affordable
8:00 a.m. Registration
8:30 a.m. Welcome and Introduction
Jerry Soholt, Avera Foundation President
8:45-10 a.m. Why Planned Giving?
Josh Hanson, Marketing Consultant, The Stelter Company
Find out why a planned giving program is an important part of any fundraising campaign. You’ll hear about the latest planned giving trends and research, as well as the impact planned giving can have on any organization.
10-10:15 a.m. Break
10:15-11 Why Planned Giving? (cont’d)
11 a.m-12 p.m. Nuts & Bolts of Planned Giving
Bill Gustoff, Executive Vice President, Thompson & Associates
Learn how to build a planned giving campaign, including planned giving vehicles, techniques, taxes, and other basics.
12-1 p.m. Lunch
1-2 p.m. Nuts & Bolts of Planned Giving (continued)
2-2:15 p.m. Break
2:15-4:00 p.m. Marketing Planned Giving
Josh Hanson, Marketing Consultant, The Stelter Company
Dig in to details of marketing a planned giving program. Mr. Hanson will discuss the different communication options and techniques. He’ll also share case studies surrounding successful planned giving marketing programs.
4:00 p.m. Closing Prayer and Evaluation
