"The Art of Sequential Marketing: Multichannel Marketing for the Gift Planner”
VCCF Nonprofit Center | 4001 Mission Oaks Blvd. Camarillo, CA 93012
February 15, 2024 | 4:00 PM – 6:00 PM 

In this engaging session, hosted by Ryan LaCanfora, Crescendo Interactive & Andy Ragone, Pleiades NPA, we guide non-profit organizations through a transformative marketing journey tailored for planned giving. Explore the art of donor segmentation, gaining expertise in targeted outreach strategies that resonate across various channels. Delve into the intricacies of marketing planned gifts, from bequests to IRA rollovers, beneficiary designations, CGA’s.

Discover innovative approaches to communicate the value of planned giving vehicles, ensuring your organization stands out in a competitive philanthropic landscape. Join us to empower your non-profit with the knowledge and tools needed to build lasting connections and inspire impactful contributions. Elevate your marketing strategy and leave a lasting legacy in the world of philanthropy.

Certified Specialist in Planned Giving (CSPG) continuing education credits for Planned Giving are self-reported and the appropriate attendance certificate will be provided after the event.

This mixer is limited to 45 people - don’t wait to register!
Members: $15 | Non-Members: $25
Includes appetizers, beverages, and education!

REGISTER HERE

Continuing Education
SoCalCGP is approved as continuing education provider #3889 of MCLE credit by the State Bar of California. SoCalGP is also approved for CFRE continuing education credits.

An application for continuing education credits for CFP® is submitted when the course content is within the CFP® Board guidelines.

Continuing Professional Education (CPE) credits for CPAs through the California Board of Accountancy are self-reported and it is the obligation of each licensee to select a course of study consistent with CBA requirements.

Certified Specialist in Planned Giving (CSPG) continuing education credits for Planned Giving are self-reported and the appropriate attendance certificate will be provided after the event.

Ryan LaCanfora serves as the Integrated Marketing Specialist for the West Coast Region at Crescendo Interactive, where he leads comprehensive gift planning integrated marketing services tailored for all non-profit organizations. With an expert touch, he guides nonprofits in harnessing the power of integrated marketing and building dynamic planned giving initiatives. Ryan is an active speaker and educator, sharing his expertise in eMarketing, gift planning, and fostering donor relationships through engaging seminars. Bringing a wealth of experience from the business arena, Ryan has a background of 5 years in project management coupled with specialized expertise in accounting. Ryan holds a Bachelor of Science degree in Business Management & Administration from Grand Canyon University.

Andy Ragone is a national speaker, writer, and recognized thought leader in marketing and gift planning strategies for Pleiades Nonprofit Advisors. 

Formerly of Crescendo Interactive, Andy advises on systematic marketing and moves-management techniques to secure complex and estate gifts. Through his efforts, nonprofits both large and small benefit from his insight and unique talent of bringing gift planners and their donors together to make a difference in the communities they serve. 

In addition to being a Certified Gift Planning Professional (CGPP), Andy holds a BA in Music from Arizona State University and a Master of Divinity from Phoenix Seminary. He is a member of the Southern California Counsel of Gift Planners and is a regular presenter on best practices in Gift Planning. 

Andy has served as an executive pastor and has a marketing background in the nonprofit arena. Having worked with three larger churches over the past 20+ years, Andy has appreciated the challenges of growing organizations-including the development of staff and culture, fund raising, volunteer coordination and marketing systems. Andy brings a big-picture perspective that brings vision, volunteerism and fund development together.