Peter Oldham, Senior Vice President, General Counsel, YMCA of Middle Tennessee
John Mark “Journey” Johnson, President and CEO, YMCA of Middle Tennessee
Ronald F. Knox, Jr., Financial Representative – Volunteer, YMCA of Middle Tennessee
Suzanne S. Iler, Director of Planned Giving, YMCA of Middle Tennessee

      Find out what a large YMCA has been doing for the past three years as it strives to increase its endowment from $4 million to over $70 million while also conducting a capital campaign. Learn how it has created awareness, energy and excitement around its endowment, how it considers a planned giving “ask” with each capital campaign “ask” and how it has joined hands with volunteers, marketed its planned giving program, and utilized staff and other resources.

Participants in this session will learn:

• Some low-cost, high impact ways to promote an endowment, including samples of mailings and other materials
• Why and how an engaged volunteer created and structured a “stretch” planned gift
• How to prioritize your visits to potential planned giving donors
• What kinds of “measureables” work for tracking an endowment program’s progress
• How to count planned gifts in the context of a capital campaign.