Using Planned Gifts to Maximize Major Gifts

Venue: Online Webcast

Location: Online Webcast, United States

Event Date/Time: Sep 29, 2011
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With the slow economic recovery still causing philanthropic hesitation, this is the perfect time for development shops to refocus on long-term, asset-based giving options. Unfortunately, most of these options are often unfairly thought of as too complicated to be used in daily development work.

Join us online to improve your overall fundraising performance through planned giving. With a focus on helping you seamlessly integrate long-term gifts into your cultivation and solicitation strategies, you will learn:

*How a planned gift can increase a major gift
*Which planned gift vehicles match which donor profiles
*How to identify if a prospect can benefit from a planned gift
*Tactics for bringing up a planned gift and making a dual ask
*Techniques to more effectively team with gift planning colleagues


Front-line fundraisers charged with planning and making planned gift asks during their cultivation/solicitation duties should attend. Gift planning professionals will also gain a better partnership with their front-line fundraising counterparts by joining them in viewing the webcast.