Does your nonprofit have a planned giving program? Does your organization need to refine your current planned giving strategy? During this workshop, we will discuss the essential elements to raising additional funds through legacy gifts. Strategies will cover how to segment your data to find the perfect planned giving donor, how to market legacy gifts to your current donors and how to integrate planned giving options into donor conversations. A legacy gift is often the largest gifts an individual makes and can have a lasting impact.
Who Should Attend?
Professionals seeking a planned giving strategy
What The Training Will Cover
Key components of of a planned giving program
Strategies to integrate planned giving into donor conversations
Analyze data segmentation practices to identity planned giving prospects
How to steward planned giving donors to secure more gifts
Technique for small teams to balance planned giving with other fundraising responsibilities
REGISTRATION TYPE & FEE
All workshops are live with an instructor. Participants are encouraged to ask questions during the workshop. All registrants, will receive the slides & recordings via email after the live workshop.
Looking to register 3+ people? Email us at firstname.lastname@example.org to receive $5 off per registration!
We do not offer any other discounts for this training other than the member rate.
ABOUT THE TRAINER
WE OFFER CFRE & CAE CREDITS
1 hour of training = 1 credit hour
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