2019 WORKSHOP SERIES

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Please Note All Workshops Will Be Held In a New Location In 2019.
We will now hold workshops in the Harrison Medical Center in Silverdale.


Full Day: $1.2 Billion Donated in 10 Years? Find Out How Some Can Be Yours Through Planned Giving!
An unveiling of “Leave 10 for Kitsap”
Friday March 29, 2019
8:30-4:00

Morning treats and coffee, lunch, and afternoon snacks provided
This workshop has been approved for 6 CFRE credits.

New Workshop Location: Harrison Medical Center, 1800 NW Myhre Rd, Silverdale, WA 98383

What Is It About?
Wish you could have an awesome Planned Giving Program and a set of Legacy Donors to match? Maybe you have both, but want to take your planned giving game to the next level? One of the most important aspects of a well-rounded nonprofit income stream is a Planned Giving program - gifts that donors have bequeathed to nonprofits as part of their legacy. But how on earth do you start asking folks to think about what will happen with their assets once they pass away? Nobody wants to be like that one cousin that can always be counted on to make holidays uncomfortable…

Have no fear! We can help you get started - after all, we are on the brink of the biggest transfer of wealth in the planet's history. Let's make sure that some of that gets put to our priceless communities. We’ll give you a complete planned giving toolkit - it’s planned giving, soup-to-nuts! Join us and find out how.

You’ll get things like:

  • Planned giving methods

  • List of professional advisors

  • Sample Board resolutions and other documents

  • A step-by-step guide to creating a planned giving program

  • A summary of the Kitsap Transfer of Wealth study

  • And much more

Special Workshop Announcement
This event is WAY bigger than just a one-day workshop. Since February 2018, leaders of several of Kitsap’s non-profit organizations have met monthly to work on something very awesome - a program called Leave 10 For Kitsap. Leave 10 for Kitsap is a Kitsap peninsula-wide initiative to increase legacy giving to Kitsap area non-profits by encouraging people to leave 10% of their estates to charity.  This program is modeled on a program that originated in Seattle, but we are making sure it works for Kitsap.

Free Stuff Alert
This isn't just a workshop, it is the roll-out of Leave 10 For Kitsap - a movement to encourage our community to leave 10 percent of its assets to charitable organizations. As the Leave 10 for Kitsap movement rolls out over the next two years, special perks will be made available to local nonprofits who become Leave 10 Members. How do you become a Member of Leave 10 (not KCNE)? The easiest way is to attend this workshop! That's right; every nonprofit that attends this workshop will automatically become a Leave 10 Member. Your first Member perks will be a free Leave 10 Kitsap Planned Giving Toolkit - a value of well over $250, and an invitation to take part in the 2019 planned giving cohort.

That's right, we aren't just going to give you a toolkit and leave you to figure it out on your own. We will be hosting a series of cohort-based planned giving workshops throughout 2019 and you can sign up to join that cohort at this workshop. 

Join us and be part of the movement!

This workshop has been approved for 6 CFRE credits.

Find Out More About Leave 10 For Kitsap Here

AGENDA

8:30 - 9:00 Check-in and Networking

9:00 - 9:15 Welcome and Introductions
Kol Medina, President & CEO, Kitsap Community Foundation
What is Leave 10 For Kitsap and how can it help you start, refine, and expand planned giving programs for your nonprofit?

9:15 - 10:15 Unveiling “Leave 10 For Kitsap”: Explanation and Q&A
Kol Medina, President & CEO, Kitsap Community Foundation
Jim Hopper, Executive Director, Bainbridge Community Foundation
Delve into the toolkit for Leave 10 and learn how to use it to educate Board, Staff, and Donors about planned giving. Find out the nuts and bolts of how to create or refine your planned giving program, including where you can go for help.

10:15 - 10:30 Break

10:30 - 12:00 Building Your Planned Giving Program: Guided Walk-Through of Leave 10 For Kitsap Nonprofit Toolkit
Jim Hopper, Executive Director, Bainbridge Island Community Foundation
Who gives and why? Find out the best people to approach and the best way to approach them when creating your planned giving program.

12:00 - 12:45 Lunch and Networking

12:45 - 1:45 Typical Profiles and Attributes of Planned Giving Donors
Presented by Scott Claeys
Who gives and why? Find out the best people to approach and the best way to approach them when creating your planned giving program.

1:45 - 3:00 Inspired Engagement: Cultivating, Soliciting, and Stewarding Planned Gift Donors
Presented by Jan Jacobs
Discover the best practices for developing long-term relationships with legacy givers; and how to maintain a relationship after they have made a commitment to your organization.

3:00 - 3:15 Break

3:15 - 4:00
Panel Discussion with Donors Who are Leaving Charitable Bequests
Hear about planned giving from the donor’s perspective. Here is your chance to ask them all about what makes them tick and why they say “yes” – and “no” to planned giving for charitable organizations.

Find Out More About Jim Hopper, Executive Director, Bainbridge Island Community Foundation
Find Out More About Kol Medina, JD, President & CEO, Kitsap Community Foundation
Find Out More About Jan Jacobs, CAP, Vice President and Philanthropic Client Manager with
U.S. Trust, Bank of America Private Wealth Management
Find Out More About Scott Claeys, Director of gift planning for the Salvation Army


Half Day: Finances For Nonprofits
Tuesday June 18, 2019
8:30 - Noon

New Workshop Location: Harrison Medical Center, 1800 NW Myhre Rd, Silverdale, WA 98383

Join the fantastic folks from WA Nonprofit Institute as the walk us through their famous FUN (Finances Unlocked for Nonprofits) workshop.


Half Day: Connecting With Donors Old & New Through Storytelling
Friday September 20, 2019
8:30 - Noon

New Workshop Location: Harrison Medical Center, 1800 NW Myhre Rd, Silverdale, WA 98383

Discover how you can tell all your stories in a way that connects with your donors and shows how much they share your mission. Inspire giving with your stories!


Half Day: Approaching Clients From a Trauma-Informed Perspective
Wednesday November 20, 2019
8:30 - Noon

New Workshop Location: Harrison Medical Center, 1800 NW Myhre Rd, Silverdale, WA 98383

Experience our ground-breaking training that is the anchor of our poverty alleviation program Kitsap Strong. Find out how you can approach your clients more compassionately, more effectively, and see better results.