Leveraging Planned Gifts to Maximize Major Gifts 2013 is a webinar that covers topics such as:
- Which planned gift vehicles match which donor profiles
- How a planned gift can increase a major gift
- Tactics for bringing up a planned gift and making a dual ask
- How to identify if a prospect can benefit from a planned gift
- Techniques to more effectively team with gift planning colleagues
The event includes a Pre-Webcast Recording that covers:
- Fundamental truths of donative intent, assets, and timing
- Issues that may prevent planned gifts
- Characteristics of good planned gifts prospects
- Important life events to keep in mind
- Understanding prospect’s financial goals
Leveraging Planned Gifts to Maximize Major Gifts 2013 brings together:
- Gift planning professionals
- Frontline fundraisers
