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Products > Association of Fundraising Professionals > 44th International Conference on Fundraising
PG2: Starting a Planned Giving Program in a Small Shop: Building a Timeline and Budget

Alexander Macnab
President , Alexander Macnab & Co.
      "Sandy" Macnab, FAHP, CFRE, is President of Alexander Macnab & Co., a full-service fundraising consulting company he founded in 1994 after working 25 years as a development professional. The creator of nationally recognized annual and planned giving programs, Mr. Macnab has presented seminars, provided general fund raising counsel, conducted feasibility studies, counseled capital campaigns, and provided planned and major gift support to clients throughout North America.
      Mr. Macnab frequently is invited to present seminars and conduct workshops that have helped professional fundraisers and charity board members increase financial and volunteer support for their organizations.
      Before starting his own firm, Mr. Macnab served St. Francis Hospital in Evanston, IL, for 12 years as Director of Development and Assistant Vice President. A Certified Fund Raising Executive and also a Fellow of the Association for Healthcare Philanthropy, he is a long-time member of the Chicago Council on Planned Giving who helped lead the organization as part of its steering committee. Mr. Macnab also led Evanston United Way as its president and is a former board member and former ethics co-chair of the Chicago Chapter of the Association of Fundraising Professionals. He is one of 22 Master Teachers selected from highly-rated instructors throughout North America to inaugurate the AFP International Faculty Academy and is a current member of the Association¡¦s Curriculum Development Committee.
      Mr. Macnab, who is a former member of the American Newspaper Guild and the American Federation of Television and Radio Artists, holds a bachelor's degree and a master's degree in educational administration from Antioch College in Ohio. In addition, he has done post-graduate work in psychology and education at Northwestern University in Evanston, Illinois where he lives.
Sandy Macnab, FAHP, CFRE
President
Alexander Macnab & Co.
900 N. Franklin Street, Suite 404,Chicago, IL 60610
800-708-2060 www.alexandermacnab.com growfunds@aol.com

      A basic primer for non-technical development professionals, agency executives and program personnel, this popular session explains how planned gifts work and how a program to attract them can be established quickly and inexpensively in even a one-person shop. Participants are guided to build a relevant budget and timeline.

Benefits and Learning Objectives

  1. Understand how basic planned giving vehicles work.
  2. Be able to suggest gifts that are unique to donor needs.
  3. Be able to inaugurate and promote a planned giving program.
  4. Build a realistic planned giving program budget.

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