About the Event:  With the ever increasing challenges of the economy facing fundraisers these days, how can they effectively continue to raise funds in these difficult times? The answer may lie in leveraging allied professional relationship and broadening the application of philanthropic strategies.

Based on the state of the global economy a fundraiser needs to become resourceful and creative to continue to raise funds for their organization. Many of the traditional efforts are being met with muted success resulting in dramatic cut backs in services. Strategically working with allied professionals can help you continue, and enhance the efforts. It's also a time to include strategies that can answer the objection, 'I'd like to support your organization, but... (fill in the blank)'. Adding staff and/or additional training to fulfill these strategies can be an obstacle. Let's discuss some easy ways to solve that challenge.

Gifts of publicly traded securities, why donors should be donating them, why organizations should be seeking them, obstacles that stand in the way of successfully cultivating and processing, and how organizations are using technology to overcome these obstacles.

Learning Objectives - Participants will learn:

• How the future outlook of the global economy will effect fundraising
• How to effectively work with allied professionals
• What are some other planning strategies to add to your knowledge base
  • How to offer gift annuities when you're organization does have one
  • Understand why securities donations help upgrade donors both in terms of amount and gift vehicles
    • The current problems with current securities gift solicitation and processing
    • How technology is being used to improve organizational efficiencies in this area

Target Audience:

• Development officers
• Board members
• Capital campaign consultants
• Volunteer solicitors

About the Presenters:

As a Financial Advisor with Morgan Stanley Smith Barney, Paul has over 25 years experience in financial services.

Paul is also an active participant in his community as member of the Society of Financial Service Professionals, the Association of Fundraising Professional, the Gift Planning Council of New Jersey and an Associate Trustee of the Sigma Pi Educational Foundation. Paul has his BS in Civil Engineering from Valparaiso University.

Marc Hoffman is a co-founder and Editor-in-Chief of the Planned Giving Design Center, LLC, an Internet publishing company dedicated to assisting charitable organizations in providing comprehensive gift planning education and resources to members of the professional advisory community. He is also a partner in AssetStream, LLC, a business process outsourcing company that facilitates online charitable contributions of publicly traded securities and is President of the AssetStream Foundation, Inc., an organization that educates the general public regarding gifts of securities and assists them in making such gifts to charitable organizations of their choice.

The Association of Fundraising Professionals (AFP) represents more than 30,000 members in 200 chapters throughout the world, working to advance philanthropy through advocacy, research, education and certification programs. The association fosters development and growth of fundraising professionals and promotes high ethical standards in the fundraising profession.  For more information visit: http://www.afpnet.org

The Middlesex County Community Foundation, established in 1997, is dedicated to enhancing and improving the quality of life in the Middlesex area. We assist donors in meeting their charitable objectives through the creation of restricted and unrestricted endowments during their lifetime or through planned gifts. Income from these endowments and donations provided specially for grantmaking are used to award grants to nonprofit organizations that have a positive impact on the community.

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