9th Legacy Institute with Wayne Olson
Representatives from a dozen Richmond area Jewish agencies participated in Create a Jewish Legacy’s 9th Legacy Institute on Wednesday, February 11, at the Carole and Marcus Weinstein Jewish Community Center.
Chabad of Virginia representative, Marty Ross, welcomed the participants to the workshop and introduced the session’s speaker Wayne Olson.
Olson is the Vice President of the Charitable, Foundation, & Endowments Group at The Trust Company of Virginia. He has enjoyed planned giving roles with the American Cancer Society and the University of Richmond. He earned his JD from Stetson University. The Trust Company manages endowments, trusts and gift annuity programs for local, regional and international charities and non-profit organizations.
Olson writes for a national planned giving publisher and is a frequent speaker, most recently to the International A-F-P Conference in New Orleans and the Practical Planned Giving Conference in San Diego. He is also a regular contributor to Planned Giving Today, with his most recent article appearing in the November 2008 issue.
Olson’s session focused on what motivates a donor to make a gift. The session explored the thoughts, motivations and needs of donors and why they make, or don’t make, a gift. Participants were given practical examples of how to attract more donors and win their loyalty and their support, along with looking at the donor’s decision-making process and how charities can create an environment that is friendly to this process and makes it easier for donors to decide to give to our organizations.
Richmond Jewish Foundation president, Debra Gardner, closed the session by thanking Wayne and announcing the latest Create a Jewish Legacy results. Additionally, Gardner announced that the community’s donor recognition Book of Life will be presented during Richmond Jewish Foundation’s Annual Meeting May 18.
The next Legacy Institute is scheduled for April 22. The topic will be Donor Relations the Disney Way with Wayne Olson.
