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AFP DC/NCGPC Joint Program: Blended Gifts

February 14, 2018

Blended Gifts

As a development professional you communicate your organization’s mission to donors and help them support your cause. The very best practitioners in our field know how to be both mission-centric and donor-centric. Blended gifts give them some of the important tools they need to serve both their charities and the donors who fund their missions.

Most fundraisers use specialized techniques to grow annual support, capital funding, major, planned and principal gifts. These skills support our fundraising goals and institutional roles. We know that comprehensive campaigns often produce the best opportunities to reach the loftiest goals and generate the biggest gifts.

While there are specialized techniques for raising certain gifts, identifying a donor as a planned giving or major donor takes away choices and constricts conversations about the donor’s intent and philanthropic dreams. Our specializations can create silos and divide us and our donors into categories, resulting in a failure to meet them on their terms and address their desires. We can’t really listen to their ideas about the gifts they find most meaningful if we are concentrating on the particular type of gift we want them to give.

In this session, you will explore how to use blended gifts, which use elements of more than one of the three recognized goals of contemporary annual and comprehensive campaigns. You will learn the skills that help you say, “Yes, we can help you do that,” when a donor suggests something that doesn’t fit into what you set out to propose. Blended gifts help you raise immediate cash, if the donor has that type of asset available, long-term gifts that meet your organization’s needs, or both. And having these techniques in your tool box allows you to partner with donors to meet their needs through giving to your organization. Come to this session if you want to grow in your ability to achieve revocable, irrevocable and immediate goals, rather than chasing only cash, which makes up 5% of the nation’s wealth, or only raising deferred gifts that don’t meet many current institutional goals.

This practical, two-part "how-to" session will engage adult learners in using major and planned giving skills and meaningful listening to raise the best and biggest gifts that allow their institutions to reach annual, capital and comprehensive campaign goals this year and in the future. 

Location: Maggiano's Chevy Chase 5333 Wisconsin Ave NW, Washington, DC 20015

10:15 - 10:45 a.m. - Registration 
10:45 - 11:45 a.m. - Nuts & Bolts 
11:45 - 12:30 p.m. - Luncheon 
12:30 - 1:30 p.m. - Luncheon presentation

To register, please visit: Cost is $25.00 for members and $55.00 for nonmembers.

Speaker: Dr. Scott Janney

Scott Janney Speaking Bio:

Dr. Scott Janney is the Chief Development Officer at Bancroft, directing all fundraising efforts at the largest organization in New Jersey that offers education, support and services to children and adults with intellectual and developmental disabilities, including autism and brain injuries.

During Scott’s more than 25 years in development, he has helped dozens of generous couples and individuals make gifts of $1,000,000 or more, including the largest gifts in the histories of three charities he has served.

A sought-after speaker on topics related to gift annuities, donor motivation, and major and planned gifts, Scott has given ten presentations at the National Conference on Philanthropic Planning, published 17 articles in national fundraising periodicals, and written a chapter for a popular book on marketing planned gifts.

He served as the President of the Planned Giving Council of Greater Philadelphia, where he is a past president, and on the Board of the National Association of Charitable Gift Planners. Scott earned his Doctorate in Educational Administration at Temple University, a Master of Divinity at Princeton Theological Seminary, and a Bachelor of Arts at Asbury University. Scott received a Certificate in Financial Planning and is a Certified Fund Raising Executive (CFRE).