​Create a legacy campaign
​Starting a wills program for your organization

Learn insight from Carole on how to create a Legacy, by encouraging your high-interest donors to name your institution to receive a donation from their estate.  First, a donor has to have a will and second, you have to encourage them to leave a legacy to your organization in their will.  This workshop will help you have the courage to start a program that could provide financial stability in the future.  There are seven steps in the process, and the long-term approach takes two years to establish.

Date:         To Be Announced
​Location:  To Be Announced
​Cost:          $59 per person
​Time:         1:00 p.m. to 4:00 p.m.

Goals of the Workshop are to learn:
​-The key strategies for effectively marketing your program;
​-Key motivators in why people give and why relationships are critical; 
-What the research shows us;
​-How to run a Wills Clinic;
​-And why educating your staff and board is important.  

​Register by sending a check for $59 for each participant along with organization, address, telephone number and email to: 
                                                        Pence Consulting
                                                        1205 Lakeshore Park Place
​                                                         Marquette  MI  49855

​For information call 906-228-2972 or email
​To register by credit card click on the Buy Now link below.
"Fundraising is the gentle art of teaching the joy of giving."
- Hank Rosso

Click on What is Planned Giving to see video 


Careers in Fundraising, LTU, Southfield

Strategic Planning, Pence Consulting, Marquette

Best Practices of Fundraising, Flint Public Library, Flint

Writing Your Case of Support,
BEST Project, Flint

Writing Your Fund Development Plan, AFP, Grand Rapids

Boards and Fundraising, Detroit Community Schools, Detroit

Managing the Capital Campaign, Troy Chamber of Commerce, Troy

Understanding the DiSC Behavioral Profile, AFP, Southfield

Prospect Research,
Elder Law of Michigan, Lansing

The Psychology of Fundraising, Philanthropic Service for Institutions, Baltimore

Solicitation Strategies Using the DiSC Behavioral Profile, Jewish Federation, Southfield

The Fundamentals of Interpersonal Communication, San Diego Foundation, San Diego  

Planning Special Events,
YOUR Center, Flint  

Courses Carole teaches
through Lilly Family School of Philanthropy

Annual Sustainability

Interpersonal Communications for Fundraising   

Principles and Techniques of Fundraising

Developing Major Gifts

Managing the Capital Campaign