Brochures, mailings, social media, the Internet. . . all techniques you use to market your planned giving program. But are you really reaching your Planned Giving Donor Prospects? Does your Planned Giving Marketing Plan help you by proactively identifying planned giving prospects? You will take away a seven step process to develop an integrated planned giving marketing plan that will help you increase gift income and improve your overall program performance
06-02-2021 | 02:00 PM - 03:00 PM ET
Would anyone share their policies and procedures for state, federal and local grants?
Gift officers have diverse audiences to communicate about gift planning, which include donors, prospects, colleagues, professional advisors, and hospital leadership. But, how does one have a planned giving conversation that is donor centric and reflects the compelling needs of a hospital? This session will focus on the language of philanthropy and best practices to begin a planned giving conversation
03-10-2021 | 02:00 PM - 03:00 PM ET
02-28-2024 | 02:00 PM - 03:00 PM ET
This course explores the components of a successful planned giving program, offering an in-depth explanation of planned gift instruments (in both the United States and Canada) and their uses in funding major gifts. This year, understanding the impact of the Tax Cuts and Jobs Act of 2017 on planned giving will be an important benefit derived from attending this course. Emphasis will also be placed on ‘small shop’ program design and implementation, and the marketing of gift planning from the donor’s perspective. Walk away with practical tips and tools you can use immediately at your organization to build an effective planned giving program that will help attract, inspire and retain your most loyal donors
This course is a comprehensive account of annual giving strategies, tools, skills, and approaches for specific constituencies and other keys to success
07-21-2024 05:00 PM - 07-26-2024 01:00 PM ET
07-28-2021 | 02:00 PM - 03:00 PM ET
Discover the art and science of charitable gift planning in this comprehensive course. Focus will be given to what charitable gift planning can do for your organization and its donors, gift planning instruments, and practical application. Faculty will draw clear distinctions between planned giving and charitable gift planning and why the latter will benefit your organization and its donors
2550 South Clark Street, Suite 810Arlington, VA 22202
Phone+(703) 532-6243
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