Events

Events

Event Fees

LuncheonMbrNon
Pre-registered$60$75
Day of Event$75$75
Events » Calendar » Event Details

March 24, 2010

3 West Club, 3 W. 51st St, New York City

12:00 — 12:30 Networking
12:30 — 2:00 Luncheon
Meal of the Day: NY Sirloin Minute Steak, Maitre D' Butter (subject to change)

Topic: Donor Divas: The 4 Keys to Capture Women’s Wealth

NOTE: Since the March morning Seminar is a FREE SEMINAR for members only, if registering for BOTH the Seminar and this Luncheon (which is at the normal price), indicate “Pay by Check”, but just send a check for the Luncheon portion, or if you wish to pay for the Luncheon with credit card, register separately for the Seminar.

Luncheon Speaker

Margaret May Damen, CFP, CLU, ChFC portrait Margaret May Damen, CFP, CLU, ChFC

Founder and President
The Institute for Women and Wealth

Luncheon Speaker

Ms. Damen addresses the 4 Key strategies gift planners and professional advisors need to use to capture and retain the loyalty of women donors with significant wealth. Discover the techniques that make every woman a philanthropist. Dispel the myths of stereotypical women donor personality traits. Provide insight, practical, and effective techniques to gain and maintain the 4 keys to successfully stewarding women donors and becoming their trusted advisor.

Learning Objectives:

  1. Gain insight and skills in more effective communication listening
  2. Increase confidence and understanding of the psychological and socio-economic dynamics of women’s giving as they relate to and impact achieving your organization’s mission
  3. Apply the Damen Diamonds to meet and exceed your fundraising expectations

Coming Events

September 15, 2010

10:00 — 12:00 Seminar
The Why, When and Who of Gift Planning

September 15, 2010

12:30 — 2:00 Luncheon
Gift Planning in 2010 and Beyond: The Experts’ View

October 20, 2010

12:30 — 2:00 Luncheon

November 17, 2010

10:00 — 12:00 Seminar
Gift Plans (Annuities, Trusts, etc.)

November 17, 2010

12:30 — 2:00 Luncheon

December 15, 2010

12:30 — 2:00 Luncheon

January 19, 2011

10:00 — 12:00 Seminar
Marketing

January 19, 2011

12:30 — 2:00 Luncheon

February 16, 2011

12:30 — 2:00 Luncheon

March 16, 2011

10:00 — 12:00 Seminar
Case Studies, Ethics & Stewardship

March 16, 2011

12:30 — 2:00 Luncheon

April 13, 2011

12:30 — 2:00 Luncheon

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We have more than 200 years’ experience in investment management, wealth and estate planning.

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We bring financial acumen, resources and philanthropy to nonprofits.