Friday, June 15, 2018
EDUCATIONAL LUNCHEON

The Art and Science of Blended Gifts:
Elevating Philanthropy at Your Institution to the Next Level

Chris Looney
Principal and Managing Director
Southern California
CCS Fundraising

Thank you to our venue sponsor

[CVHF]

Citrus Valley – Foothill Education Center
427 W Carroll Ave
Glendora, CA 91741
Directions

Member – $35.00  
Non-member – $50.00

Presentation:

An increasing number of transformational gifts making news these days are “blended” gifts. They are decreasingly outright…they are decreasingly by bequest. They are increasingly a combination of current and future giving. The combination of these two giving methods – supporting the organization with current dollars (often pledged over time) and a commitment to make a future gift through a will, trust or other revocable estate-planning vehicle – can be explosive and transformational. Understanding donor motivations, identifying prospects inclined to respond positively, exploring real examples of blended gift success, advising on the proper approach to these gift requests, and providing a forum for question and strategy discussions are all core elements of this engaging presentation. Chris Looney, Principal and Managing Director of CCS, will lead this lively discussion. Whether 1 year in your career or 53 years (an homage to his mom Claudia), you’ll leave empowered, equipped, and enabled. Empowered to ask for blended gifts as you work to secure the future of your organization. Equipped to use blended asks to have deeper donor conversations, ask more strategic questions and close transformational gifts. Enabled to better maneuver organizational challenges as you integrate blended asks in working with your donors.

About Our Speaker:

[ Chris Looney ]Chris Looney was born into fundraising as the son of two of the country’s most respected development professionals. Now in his 19th year with CCS, Chris maintains responsibility for managing the firm’s operations in Southern California. Chris is passionate about working collaboratively with his clients to help them realize their vision through successful development initiatives and transformational giving. Chris has assisted several hundred organizations, large and small, in raising hundreds of millions of dollars. Increasing the capacity of his clients to provide more mission is what fuels Chris’ passion for the work.

Chris serves a diverse portfolio of clients across the non-profit spectrum — including schools and universities, hospitals, museums and symphonies, social service agencies, and faith-based communities. An author, teacher, mentor, strategist, and lifelong learner, Chris supervises and counsels but is most comfortable in the trenches creating solutions as a thought and action partner. Through his expertise in conducting development audits and assessments, building strategic fundraising and campaign plans, completing feasibility and planning studies, running annual and capital campaigns, developing major gift solicitation strategies, case and proposal writing, coaching, and training, Chris is committed to advancing the missions of the organizations that he serves.

Earn Continuing Education Credits!

[ 2018 CFRE CE ]
All of SCAHD’s 2018 programs have been pre-approved by CFRE for 1 point each session.
Click here for the 2018 CE Tracker..

Thank You To Our Sponsors!

Education Luncheon Sponsor

[ Campbell and Company ]

 General Luncheon Sponsor