Utilizing Student Callers in Planned Giving

Venue: Online Webcast

Location: Denver, Colorado, United States

Event Date/Time: Dec 04, 2012 End Date/Time: Dec 04, 2012
Early Registration Date: Nov 27, 2012
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Description

Consistent giving at any level over time is the best indicator of a strong planned giving prospect. However, most institutions are short on the staff time and budget needed to target the loyal givers who have the most interest in a planned gift. Georgetown University has solved this problem by using its best student callers to help funnel its planned gift prospect pool.

You will be introduced to Georgetown’s novel student calling approach, which has consistently uncovered current legacy society members and exceptional prospects. Along with gaining a thorough understanding of how the program operates, you will learn tactics for:

* Selecting, motivating, and retaining the right student callers
* Communicating your effort internally and externally (including samples)
* Managing handoffs between student callers and professional staff
* Getting started in a variety of shop settings

WHO SHOULD ATTEND

Planned gift managers will learn how to increase their prospect ranks via an innovative use of student caller resources. Major and annual giving managers will gain a better understanding of how they can adapt the model to their shop setting by joining their planned giving colleagues to view the webcast.

EXPAND YOUR TRAINING LIBRARY

Did you know that CD recordings are 50% off when purchased along with the live webcast connection? Visit the registration tab for details.

CFRE CONTINUING EDUCATION CREDITS

This Academic Impressions event has been approved for continuing education credits toward the CFRE International application for initial certification and/or recertification.

Venue

4601 DTC Blvd.
Denver
Colorado
United States
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