April 24, 2020 – Raising Major and Planned Gifts During Times of Crisis: Lessons Learned and Best Practices for Today

April 24, 2020 @ 11:30 am – 12:30 pm
Molly Craig

Dr. Eddie Thompson, Founder & CEO, Thompson & Associates
Susan Holt, President & Senior Consultant, Vision Philanthropy Group

Eddie Thompson and Susan Holt will lead the participants through a discussion of major and planned giving fundraising during these unprecedented times.  They will share the principles that guide major and planned giving through challenging times and the lessons learned from past crises that will help navigate major and planned giving programs through today’s unchartered territory.  The presenters will also cover fundraising topics from the CARES Act, fundamentals that remain valid even today, unique challenges, opportunities and strategies for our current situation, and immediate and near term strategies for implementation.  The webinar will be highly interactive.  Participants will have an opportunities to submit their questions in advance.  This session is planned as a time to collaborate with your peers and colleagues.  After, registering, please submit your questions for Eddie and Susan to Susan Holt at susan@visionphilanthropy.com.  Deadline for question submissions: Thursday, 12 noon, April 23. 

Eddie Thompson founded the unique Thompson & Associates process in 1996. As CEO of Thompson & Associates, Eddie provides leadership and direction to over 47 seasoned charitable estate planners with an inspiring sense of generosity, integrity and passion for helping others. Eddie serves as the Chair of the Charitable Estate Planning Institute, which he formed with a group of Thompson & Associates colleagues in 2012.

Susan Holt is a leading philanthropy and fundraising communications specialist with more than 30 years of experience in leadership positions and as a consultant to higher education, health care, global health and arts institutions.  She is the president and founder of Vision Philanthropy Group, a comprehensive philanthropic consulting firm serving clients nationwide.

Susan is a specialist in comprehensive campaign planning and execution; board, executive and staff leadership training in the art and science of major gift and transformational fundraising; major and mega-gift development; philanthropic strategic planning; and grateful patient fundraising.


**The cost of the program helps to defray Association expenses.**

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