NON-MEMBERS: April 2018 Chapter Lunch Meeting - Cues & Clues to Planned Giving

When:  Apr 25, 2018 from 11:30 AM to 01:00 PM (ET)
Associated with  AFP Greater Louisville Chapter

Cues and Clues to Planned Giving: Member Registration

AFP MEMBERS: CLICK HERE TO REGISTER

Donors often self-identify as planned giving prospects by giving gift officers cues and clues when discussing everything from their income needs to their desire to help family members and nonprofit institutions.  April’s presentation will highlight donor cues and clues that could help you secure planned gifts for your institution.  In addition, the presenter will discuss best practice language to use when discussing planned giving vehicles with donors.

Our Speaker: Dave Smith, President & CEO, Heaton Smith Group 

Dave founded Heaton Smith Group, LLC in February 2009. He brings more than twenty years of experience in the nonprofit sector to our organization and has worked with nonprofit institutions and their donors in the Southeast, Mid Atlantic, Northeast, Midwest and Pacific regions.  Dave has served clients from a wide range of missions, including healthcare, academic medicine, higher education, arts and culture, religion, and the independent school sectors.  Dave has facilitated more than three hundred and fifty million dollars for the nonprofit sector.  His work includes individuals and couples with modest estates as well as high-net-worth individuals, couples and families with private foundations and family offices. 


Credits:

  • Board of Directors, Giving USA Foundation, Chicago
  • Board of Directors, The Giving Institute, Chicago
  • Committee Member, Resource Development Committee, Giving USA Foundation, Chicago 
  • Member of the Boston-based Legacy Companies, Partnership for Philanthropic Planning, Georgia Planned Giving Council, and the Association for Healthcare Philanthropy (AHP)
  • Member, AHP Affiliate Member Advisory Council
  • Chair, AHP Affiliate Member Advisory Council Sub-Committee for Statement of Standards & Code of Ethics
  • Former member of the Board of Directors of Families First, Collin-Graham Foundation, and Heritage Preparatory School
  • Executive Director of an Atlanta inner-city community development corporation
  • Regional Marketing Director for a publicly traded corporation located in Greenwich, Connecticut

A native of Kentucky, Dave graduated from the University of Kentucky with a B.S. in Psychology. He was selected for the 2001 Leadership Atlanta class and successfully completed the program in April 2002. Dave and his family reside in Atlanta and are active in their parish and community.

AFP MEMBERS: CLICK HERE TO REGISTER

Location

Hurstbourne Country Club
9000 Hurstbourne Club Ln
Louisville, KY 40222

Pricing Information

Registration Price
Nonmember $45.00
Guest of Chapter (Nonmember) $0.00

Contact

Amanda Featherstone

afpgreaterlouisville@gmail.com