Starting and Sustaining Planned Giving in Your Episcopal School

Thursday, January 14, 2016 (2pm - 3pm US/Eastern)


Planned gifts made to your school could be transformational in securing funds for scholarships, building endowments and new facilities, and empowering your future. However, many Episcopal schools find it difficult to get started due to a lack of understanding of planned giving basics and how these gifts can support both the needs of donors as well as those of your school.

Please join Jim Murphy, Managing Program Director at the Episcopal Church Foundation, and representatives from Episcopal schools who have developed successful planned giving programs to learn:

  • the essentials for starting a planned giving program,
  • tips on how to maintain it, and
  • how this can fit into your school’s development strategy regardless of your size.
Jim Murphy, Managing Program Director at the Episcopal Church Foundation
Lou Porter Bailey, Director of Alumni Relations and Planned Giving, St. Stephen's Episcopal School, Austin TX
Valerie L. Burke, Director of Development, St. Stephen's & St. Agnes School, Alexandria VA
Timothy H. Graham, Director of Development, St. Andrew's Sewanee School, Sewanee TN

Registration Deadline:
Wednesday, January 13, 2016 11:59 p.m. (EST).

Technical Requirements:
Laptop or desktop participants will need a telephone, Internet access, and a computer that meets the ReadyTalk system requirements. ReadyTalk also offers you a way to test your computer.

iPad participants will need a telephone, Internet access, and the free ReadyTalk iPad App. (NAES is not responsible for the functionality or security of this third-party app.)

Registration Includes:

Each registration equals one connection. Register for one connection and gather your leadership team around the screen. Or, register for multiple connections and enable each school and church leader to participate from a different location.

Who Should Attend:

Heads of School, Rectors, Trustees, Advancement and Development Directors and Committee Chairs, Business Managers, and others interested in this topic.

Registration Fees:

These fees are available through 01/13/2016
Name Price Available To
Members $0.00   Members
Non-members $75.00   NonMember

Cancellation and Other Policies:

Written cancellations must be received by fax, (212) 286-9366, or by email,, no later than 24 hours before the webinar. Registrations submitted less than 24 hours prior to the start of the webinar are not entitled to any refund if they are cancelled.

Non-member registrants are entitled to a full refund less a $15 processing fee.

Any and all liability of the National Association of Episcopal Schools (NAES) with respect to registration, cancellations, changes in the content of the program, technology breakdowns, and refunds is limited to a sum no greater than the registration fee paid. Under no circumstances shall NAES be liable for incidental or consequential damages of any kind. Submission of registration and payment constitutes acceptance of the terms and conditions herein.

For more information please contact:

Mr. David J. Schnabel CAE