Planned Giving Assessment and Program Design (Virtual)
Tuesday, September 19, 2023, 12:00 PM - 1:30 PM EDT
Category: Events
Planned Giving Assessment and Program Design (Virtual)Join us on September 19th to learn how small and medium-sized development shops can assess and design thriving planned giving programs that can be set up and managed by devoting 4-6 hours per week. Meeting Time:
Paul is an active member of the Association of Fundraising Professionals (AFP), is the president-elect for the nation’s largest chapter in Washington, DC, and is an AFP Master Trainer. He is currently the conference co-chair of the 2023 Bridge to Integrated Marketing & Fundraising Conference and is the past chair of the 2021 National Capital Philanthropy Day. Paul is a Certified Fund Raising Executive, a Certified Specialist in Planned Giving, a Fellow in Charitable Estate Planning, and is currently earning the Chartered Advisor in Philanthropy designation. He earned a graduate degree from Harvard University and his undergraduate degree from The Evergreen State College in Olympia, WA. Joseph M. Macias, Development Manager, Air & Space Forces Association His fundraising career started in the political arena working for Congressman Joe Baca’s re-election campaign as the National Finance Director. When the congressman lost re-election in 2012, he decided to move into the nonprofit world of philanthropy. Throughout his career he has been successful at building strategy and engaging with key stakeholders, while collaborating with departmental teams, such as development, communications, marketing, IT, finance, and program managers to maximize giving opportunities. He has a strong understanding of moves management and can effectively manage a portfolio. Mr. Macias is currently serving on the Board of Directors for the Association of Fundraising Professionals DC Chapter as the VP, Education Officer, from 2019 to 2022 he served as the Vice-chair for AFP DC’s Education Committee. He was asked to join the 2023 Bridge Conference Leadership team as a Marketing Opportunity Partners Co-chair. The Bridge to Integrated Marketing & Fundraising Conference is the premier conference of, by, and for fundraising professionals, which includes learning about the latest strategies, techniques and innovations in direct response and major donor fundraising. In 2023 he led an award-winning direct mail acquisition team; they received runner up for a prestigious award for Direct Mail Acquisition campaign the 2022 AFA September Punch Out Plane Acquisition.
Full participation in Planned Giving Assessment and Program Design is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification. |