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
This workshop is recorded. It is best to attend live but if you miss the live workshop, you can watch the recordings and then reach out to the instructor with any follow up questions. After the conference, attendees will receive recordings and materials from the workshop.
Looking to register 3+ people? Email us at email@example.com to receive $5 off per registration!
Please Note: We do not offer any other discounts for this training other than the member rate.
Some of our favorite books and articles on adult education, facilitation, and training;
Flow: The Psychology of Optimal Experience
Csikszentmihalyi, M. (1990), New York: Harper & Row
Pedagogy of the Oppressed
Freire, P. (1996), London: Penguin
Teaching Naked: How Moving Technology Out of your College Classroom Will Improve Student Learning
Bowen, J. A. (2014), San Francisco, Calif: Jossey-Bass
Teaching to Transgress: Education as the Practice of Freedom
Hooks, B. (2017)
The Adult Learner
Knowles, M. S., & Holton, E. F. (2015), London: Routledge
Visual Meetings: How Graphics, Sticky Notes and Idea Mapping Can Transform Group Productivity
Sibbet, D. (2013), Hoboken, N.J: Wiley
Tips & tools: The Art of Experiential Group Facilitation
Stanchfield, J. (2007), Oklahoma City, OK: Wood 'N' Barnes Publishing
Thinkertoys: A Handbook of Creative-Thinking Techniques
Michalko, M., & cloudLibrary. (2017), S.l.: Random House