Planned Giving 101

May 9, 2019 @ 1:00 pm – 4:00 pm
Montshire Museum of Science 1 Montshire Road Norwich, VT 05055
1 Montshire Rd
Norwich, VT 05055
NH & VT Council of Charitable Gift Planners

Program Overview

It’s easy to find yourself paralyzed by the complexities and minutia of complicated planned giving vehicles – and to become convinced that planned giving is way beyond your reach. But really, it’s not.

This workshop helps even the smallest shops focus on ways to effectively and efficiently “get in the game” with planned giving. We will avoid the arcane detail of the more complex planned gifts, and will instead focus on basic action steps for developing a planned giving strategy that works for your organization.  We’ll help participants develop an appreciation for the fundamental difference between a donor’s income and assets, and how to focus on the most likely and simpler planned gifts that will convert those assets into gifts for your organization. We’ll also discuss how to make your organization “a planned giving kind of place.”

Participants will develop an understanding of the financial and psychological motivations for donors, and how – even if you are a small nonprofit – you can create and develop a successful and impactful planned giving program that can complement and enhance your annual fundraising efforts.


Al Cantor is principal of Alan Cantor Consulting LLC, based in Concord, New Hampshire. He works with nonprofit organizations on issues of resource development, strategic planning, governance, and executive leadership. Prior to starting his consulting business in 2012, Al had thirty years of experience in the New Hampshire nonprofit sector.

In addition to his consulting work, Al is a prolific writer, presenter, and keynoter on issues relating to the nonprofit sector. He is a frequent contributor to the opinion pages of the Chronicle of PhilanthropyNonprofit Quarterly, and Philanthropy Daily, and he has been cited by publications including The New York Times, The Boston Globe, Barron’s, Atlantic Monthly, Bloomberg News, Pro Publica, and Vanity Fair.

Al is in his third year as board president of the New Hampshire and Vermont Council of Charitable Gift Planners. He is an avid cyclist, hiker (having completed the New Hampshire 4,000-footer club in 2017), and reader, with a special affinity for history.


Theresa Curry, J.D., Assistant Vice Chancellor for Development and Executive Director of Gift Planning at the University of Massachusetts, Amherst joined UMass as an experienced and successful attorney and planned giving professional. Prior to joining UMass, she served as the Assistant Vice President of Gift Planning & Administration at UNH Foundation, where she transformed the gift planning program and played a vital role in the success of its recent Campaign. She is an experienced attorney having practiced law in the areas of business, probate, estate planning and non-profit law in Massachusetts, Oregon, California and Minnesota. Theresa began consulting and working in Gift Planning in 1998. After moving to New England, she established the gift planning program at Merrimack College. She also worked for the ALS Association as their Regional Director of Philanthropy for their East Coast operation. Theresa speaks and presents locally and is the program chair for the New Hampshire and Vermont Council of Charitable Gift Planners. She is also involved in the Planned Giving Group of New England. Theresa lives with her husband and daughter in Newburyport, Massachusetts and is an avid and accomplished athlete having completed several cycling events and races, marathons, ultra-marathons and triathlons.