Leveraging Planned Gifts to Maximize Major Gifts 2013

Key Topics

• 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

Who should Attend

• Gift planning professionals
• Frontline fundraisers