Marketing Planned Gifts

March 30, 2017 @ 1:45 pm – 4:00 pm
Fireside Inn and Suites
25 Airport Rd
West Lebanon, NH 03784
PGC Members and Guest: Free; Non-members: $40

Planned Giving Council of NH & VT

There’s the adage that “50% of all of the money I spend on marketing is a waste. Unfortunately, I don’t know which 50% it is!” Thus is marketing, especially planned giving marketing, and sometimes it’s about building a plan piece-by-piece over the years. Rick Peck of Dartmouth-Hitchcock and the Geisel School of Medicine will share with you his 2017 Marketing Calendar and walk through the multi-year design and delivery of such things as a newsletter, postcards, two websites, seminars, “one-pagers,” joint speaking engagements, alumni reunion marketing, stewardship events, and feature story opportunities and engagement opportunities that have been successful (and some that are still in the works). You will walk away with a few ideas to implement on your own!

REGISTRATION: Please send an e-mail to with your name, the name of your organization, and your contact information. If you are bringing a guest, please include his/her name and contact information.


Richard (Rick) Peck received his CERTIFIED FINANCIAL PLANNER designation in 2011, his Chartered Advisor in Philanthropy® designation in 2013, and his Chartered Financial Consultant® designation in 2016. He currently serves as Director of Leadership Initiatives & Gift Planning at Dartmouth-Hitchcock and the Geisel School of Medicine at Dartmouth.  In this position, he regularly works with individuals and families regarding outright and planned gifts to the academic medical enterprise.  Before joining Dartmouth, Rick managed a private practice as a personal financial advisor.  Rick received his MBA from Baker College, and he holds a B.A. from the University of Massachusetts, Lowell.


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