How to Promote the Joy of Philanthropy

As a Development Professional, your fundraising goal is your most tangible objective. However, building deep relationships with your donors is even more important.  The most crucial question is:  “How do I better understand my donors and ensure that their goals and dreams meld with my organization's mission and vision?”


In our meeting we will discuss:

• How to identify and engage qualified donors.
• How to uncover what lies behind donors' charitable intent.
• How to help your donors experience the joy of giving.
• How to encourage donors to take action and continue their support in the future.
• How to ask committed donors to share the valued work you do with like-minded friends.
  

When you demonstrate your commitment to helping your donors align their values with your organization’s mission, dynamic change occurs, and the sky is truly the limit!

About the Speaker

Pamela Monetti, CLU®, ChFC®
Founder & President
Life Plan Financial

Pamela believes money is neither good nor bad; However, what we do with our money says a lot about our values. She coaches her clients on building their wealth while focusing on accomplishing their goals.  Just like everything else, it is easy to get sidetracked with everyday life and give little thought to how we allocate our money.

The Life Plan team offers comprehensive guidance emphasizing their commitment to assisting clients in developing a giving plan that best directs their money, time, and talents toward their philanthropic interests. 

Pamela strives to provide her clients with positive experiences such as the joy of giving. Pamela wants them to look back over their lives and feel that they have made an impact on the world with their time, talents, and treasures.

Pamela has enjoyed being in her profession for 35 years. She possesses a number of designations, including Certified Life Underwriter® and Chartered Financial Consultant®; she holds FINRA Series 6, 7, and 65 securities registrations. As an Investment Adviser Representative and Registered Representative, Pamela is proud to be affiliated with Commonwealth Financial Network®, a nationally recognized Registered Investment Adviser–broker/dealer.

Agenda

12:00 pm   Registration, Networking & Lunch
12:20 pm   Welcome & Announcements
12:30 pm   Presentation
1:30 pm     Program Adjourns

Thank You to our Chapter Gold Sponsors

Thank You to our Special Communication Sponsor

Sponsorship Opportunities

Event sponsorship includes: One complimentary registration; Listed as Event Sponsor with logo in event promotion and event program; Recognition as Event Sponsor from the podium; and One exhibit table, as event space permits.

Click here to register as an event sponsor!

Substitution Policy

A substitution is permitted. A nonmember substitute for a member must pay the registration difference for the same Registration Type [IE: Early Bird, Standard].

Cancellation Policy

A request for refund of an event registration fee must be sent in writing, email permissible, to Info@ChesapeakePlannedGiving.org. The registration fee for an event cancellation received within seven [7] days of the event or a no-show is nonrefundable.