Calendar
General Session
Tuesday, February 6, 2018
8:30 AM — 10:45 AM
Breakfast Seminar: Motivating Planned Gifts
Speaker: Salvadore R. Salvo
Founder, Institute for Family Wealth Counseling
Principal, Summit Financial Resources
Timeline
8:30 AM — Breakfast & Networking
9:00 AM — Welcome & Introductions
9:15 AM — Presentation with Q&A
10:30 AM — Session Concludes/Additional Networking
Truly understanding a donor and his or her motivations is an on-going challenge for most planned gift officers. Is a donor motivated by the charity’s mission? Or perhaps it’s the potential tax-savings, social recognition or other unknown factors. Understanding your donor and developing an appropriate strategy is essential prior to any “ask”.
Join us for a compelling session on how to motivate planned gifts using simple donor-centric messaging and donor-centric strategies that sizzle. Our featured speaker will be Sal Salvo from the Institute of Family Wealth Counseling.
Sal Salvo
Sal Salvo has saved successful individuals and families across the United States millions of dollars in estate and income taxes through his innovative planning over the last 30 years, making him a sought after financial educator, author, speaker and wealth planner.
Sal co-founded the Institute for Family Wealth Counseling shortly after he co-authored the book, Getting In the Heart of the Matter, A Revolution in Estate Planning for Wealthy Families. Through the Donor Motivation Program, Sal and his team show nonprofits how to double their planned giving efforts.
Sal is a warm and gifted communicator with a passion for helping people experience greater piece of mind, financial freedom and the ability to live impactful lives.
The Olde Mill Inn
225 Route 202
Basking Ridge, NJ 07920
General Session Fees
NJCGP Member: $ 35.00
Non-Member: $ 40.00