Gift officers are typically trained to focus on annual fund gifts, major gifts, mega gifts, or planned gifts. But the most successful officers can speak to the importance of the various levels and significance of each with all their donors. When it comes to speaking to donors about planned giving, however, it can feel like a different language to many gift officers who are otherwise very confident and skilled.
We want to empower all gift officers to speak about planned giving opportunities, since it increases the likelihood of a lifelong donor at all levels. Join the Gonser Gerber Institute and Bradley Benham of Abilene Christian University as we give you 5 simple steps to ensure that planned giving success is possible no matter the depth of your gift officer team. Our ideas to help you replicate your planned giving officers will benefit your whole institution.
Topics we will cover include:
- Why Planned Gifts are Important to Discuss with All Donors
- Creating Language that Include Planned Gifts in All Gifts
- How to Train All Gift Officers to Speak on Planned Giving
- When and How to Recognize Planned Gifts and Donors
- Planned Giving Metrics for Gift Officers
The fee is $295 per institution, which allows your entire team the opportunity to participate in this professional development at the same time. If you are a current client of Gonser Gerber Advancement Consulting, that fee is just $145. You will also receive a copy of the presentation and a recording of the webinar with your registration.
Who Should Attend:
Mid-level Advancement Professionals – For staff who already know the basics and need to refine skills in defined areas.
New to Advancement – For professionals new to the advancement profession – whether this is your first job or you’re a workforce veteran.
- Presidents, Heads, and CEOs
- Campaign Volunteer Leaders
- Chief Advancement Officers
- Development Directors
- Planned Giving staff
- Major Gift staff
- Annual Giving staff
- Campaign staff
- Alumni/Constituent Relations staff
- Prospect Researchers
Abilene Christian University, Abilene, Texas
Bradley J. Benham, planned giving attorney for Abilene Christian University, is experienced in helping donors with annual, major and planned giving opportunities, as well as building involvement and participation in campaigns.
Brad received a degree in Education and Ministry at Abilene Christian University and continued his education at Pepperdine University School of Law. While serving as President of the Student Association at Pepperdine Law, Brad was asked to stay after graduation to lead the School’s alumni outreach efforts. During his tenure at Pepperdine Law, Brad successfully spearheaded a number of fundraising and engagement campaigns for the School.
Upon leaving Pepperdine, Brad went into private legal practice for several years in California before returning to his alma mater in 2015 to serve as the lead Planned Giving attorney for Abilene Christian University.