Tanya Howe Johnson, President and CEO, National Committee on Planned Giving

      Are you feeling daunted by the idea of competing in the planning giving race? Or maybe your pit crew just needs a better idea of what “doing” planned giving means for your YMCA? This session will break planned giving programs into three “laps” or phases, so that you can decide how deeply your Y wants to get into planned giving, describing what types of planned gift vehicles fit best in each phase, how they build on each other, and what resources are needed to finish each lap successfully.

Participants will learn:

• How to assess what phase of gift planning best fits their YMCA
• What gift vehicles are the most appropriate in each phase
• Key marketing strategies for each phase
• Key infrastructure needed in each phase
• Resources for successfully steering through the course