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Investing in the Future: Planned Giving Strategies to Build Legacy Gifts
Many individuals look ahead to their future with the intent of leaving an inheritance, and large numbers likewise are eager to support their favorite charities within their estate plans once friends and family are provided for.

Yet across charitable giving markets, the greatest barrier to not receiving legacy or planned gifts is a lack of strategy, communication, and solicitation. Benefiting from planned gifts requires careful planning and preparation, including a level of comfort to have legacy gift conversations with your donors. As we live through the greatest wealth transfer in history from the Baby Boomer generation, legacy gifts to charitable organisations are more important now than ever — and we are here to make sure you don’t miss this incredible opportunity.

Together with John Bacon, Chief Development Officer for Planned Giving at the Metropolitan Museum of Art, and featuring remarks from John Sutton, founder member and Director of Persuasion Republic, we will explore strategies to ensure you are ready to pursue and receive planned gifts.

This conversation is hosted by the King Baudouin Foundation United States (KBFUS), the leading resource in the U.S. to facilitate philanthropic giving to Europe and Africa, and Charities Institute Ireland (CII), a member association that provides leadership in the sector by empowering charities to maximise their impact, particularly through best practice in governance, finance, and sustainable fundraising management.

You can learn more about KBFUS by contacting Ellena Fotinatos at ellena@kbfus.org.

You can learn more about the CII by contacting Mark Hughes at mark@charitiesinstituteireland.ie.

Jun 29, 2021 02:30 PM in Dublin

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Speakers

John Bacon
Deputy Chief Development Officer for Planned Giving @The Metropolitan Museum of Art
John Bacon is the Deputy Chief Development Officer for Planned Giving at The Metropolitan Museum of Art. Before joining The Met in September 2017, John was the Director of Planned Giving at The New York Public Library for 14 years. He previously worked as a curator and preservationist before practicing law and working at Smith Barney, where he was part of a team that established a donor advised fund program. John is a President Emeritus of the Philanthropic Planning Group of Greater New York (PPGGNY). He is active with the arts and New York City community through the Friends of American Arts at Yale and the Historic Districts Council. John is a graduate of Yale College, the University of Delaware’s Winterthur Program, and Temple Law School. He spent the 1980-81 school year in Belgium as an AFS exchange student.
John Sutton
Founder Member & Director @Persuasion Republic
John is regarded as one of Ireland’s leading fundraising and campaign experts, working to raise funds for most of Ireland’s leading NGOs and charities over the past 20 years. He has led seminars, workshops and training in fundraising, brand messaging and strategic development. A founding board member of Fighting Words (2008-2018), he led the Fundraising Committee 2016-2018 to raise over €1 million. He was a founding board member of Amnesty Education, a fundraising company which raised significant sums for Amnesty Ireland through major cultural events. He was the founder and Director of Passion Machine Theatre and SFX Centre where he raised many millions from state and non-state sources over a 10-year period. He was also the lead fundraising consultant at Trócaire from 1996-2005, which saw annual Lenten appeal income alone grow from €5 to €12million. John is currently a board member of Persuasion Republic, North Bay Educate Together School, Art to Heart and Report.