Planned Giving Essentials: Marketing, Finding Prospects, Gift Vehicles, Talking to Donors & Legacy Societies
WORKSHOP DESCRIPTION
Does your nonprofit have a planned giving program? Does your organization need to refine your current planned giving strategy? In this workshop, we’ll cover how to find unanticipated planned gifts, how to segment data to find planned giving prospects, marketing strategies for planned giving, how to talk to donors, the importance of an advisory council and how to build your legacy society to cultivate planned giving donors. 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
Understand how to segment data 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
Understand how a legacy society can be a tool to cultivate donors
Review sample names and logos and important organizational and gift policies for your legacy society
Review sample legacy society benefits and events to steward donors
Understand how to promote your legacy society on your website, e-newsletter and annual report
REGISTRATION TYPE & FEE
Premier Members
FREE
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Members
$25
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Non-Members
$50
Additional Information
All workshops are live & recorded. Registrants receive slides & recordings. It is best to attend live. If you miss the workshop, you can watch the recordings and reach out to the instructor with any questions
Looking to register 3+ people? Email us at program@nonprofitlearninglab.org to receive $5 off per registration!
Please Note:
We do not offer any other discounts for this training other than the member rate. Upon registration, you will receive a link to participate in the training. Please check your inbox or spam folder.
ABOUT THE TRAINER
This training is led by Dr. Leah Weiner who has a doctorate in education and psychology from Pepperdine University. Leah Weiner is the Founder and CEO of the Nonprofit Learning Lab. Leah’s approach to training focuses on making sure that the information provided helps participants solve a problem or create a solution related to their professional work.
WE OFFER CFRE & CAE CREDITS
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1 hour of training = 1 credit hour
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