Utilizing Student Callers in Planned Giving 2012 is a course that covers topics such as:
- Annual fund participation rates
- Student and alumni base
- Rationale, mission, and achievements
- Program rationale and mission
- Awareness
- Objectives and ultimate goals
- Student roles and responsibilities
- Identification
- Enticing strong applicants
- Achievements
- Initial and ongoing training
- The selection process
- Contact reporting
- Scripting
- Determining your contacts
- Compensation
- From legacy society members
- Sample introductory letters
- Managing the handoff between student and staff
- From planned giving director
- Time frames
- Follow-up planned gift office materials
- Scaling considerations for smaller institutions
- Measuring the results of your work
Utilizing Student Callers in Planned Giving 2012 brings together Planned gift managers.
