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Planned Giving Success: Strategies to Maximize Donor Gifts

January 24 @ 11:00 am - 12:30 pm

This webinar is offered by the Foundation Center. View their website for full details and to register.

Upon completion of this webinar, you should be able to:

  • Summarize basic planned giving options
  • Determine your organization’s readiness for a planned giving program
  • Identify the building blocks your organization needs to set up a basic planned giving program
  • Create a plan to encourage your donors to make estate gifts
  • Establish systems to maintain relationships with planned giving donors and to administer their legacy gifts

This webinar is intended for professionals who have some experience with (1) direct mail/email/face to face solicitation and donor relations, (2) a solid understanding of communications infrastructure and donor management systems within your organization; and (3) shaping donor engagement policies within your organization.