Learn from respected fundraising consultants and LeadingAge Business Associate, Richner & Richner, LLC about the basic elements of a planned giving campaign.
2. 2
Your Presenters
Cedric Richner, CFRE
Co-Founder and Principal
Cedric@RichnerRichner.com
Dan Jenuwine, CFRE
Senior Consultant
Dan@RichnerRichner.com
3. 3October 22, 2007
3
Objectives
1. Consider the special nature of
fundraising at a CCRC.
2. Share the challenges and opportunities
of soliciting residents for planned gifts.
3. Present the steps toward creating a top-
notch planned giving program.
4. 4October 22, 2007
4
Perspectives
1. Philanthropy is an extension of
wellness.
2. Fundraising with seniors requires
greater sensitivity than in other
contexts.
3. Relationships with residents are central
to successful fundraising at retirement
communities.
4. Fundraising cannot prop up poor
operations.
6. 6October 22, 2007
6
What is Relationship-Based FR?
Relationship-based fundraising at a
CCRC focuses on the relationships
between residents, staff, and volunteers,
helping residents realize their altruistic
potential by offering an opportunity to
benefit the community through a gift.
7. 7October 22, 2007
7
Expectations of Residents
• Residents are solicited every day.
• Residents expect fundraisers to be at
least as knowledgeable and sensitive
about giving as they are.
• Residents expect common means of
planned giving to be available to them.