Do you find yourself having conversations with prospects about planned giving that may be just outside of your comfort zone? Are you a member of a development team that wants to diversify your giving opportunities and begin to offer a legacy giving program to your donors?
Planned Gifts are an essential element to your development mix, and can provide stability and longevity to programs that serve your mission. Data shows that organizations that accept asset-based gifts grow faster than organizations that do not, yet some institutions fail to launch an effective planned giving program that educates, invites and stewards donors.
This webinar will cover the critical elements of planned gifts so that you can begin to identify potential prospects, discuss planned gift opportunities through a formalized process, develop dual or triple ask strategies, effectively steward planned gifts, and know when to seek legal advice.
Topics we will cover include:
- Why Planned and Estate Giving is an important tool in your development mix
- Types of Planned Gifts you need to know, understand, and accept as contributions
- What types of prospects to consider asking for a planned gift
- How to have the conversation
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
This webinar is intended for advancement and development staff members who are hoping to include a planned giving program in their development plans. This includes vice presidents, directors, gift officers, annual fund staff, and other team members. We also invite other members of your staff who may be interested in what planned giving could do for your organization, including chief financial officer, board members, council members and other leaders.
About Your Faculty
Senior Consultant Pam Spencer has more than 20 years of fundraising experience in a variety of senior leadership roles. Most recently, Pam served as Vice President of Advancement Services for Florida State University, helping the University complete a successful billion-dollar campaign and building a 44-member, high performing Division at the University focusing on data-driven, donor-focused decision making. Prior to her time at the University, Pam served as the Executive Director of Kent County Parks Foundation, Assistant Director of Corporate and Foundation Relations, Grant Writer, and Director of Prospect Management at Hope College, and Assistant Director of Development for Bethanna. She earned her master’s degree in Nonprofit Management at Eastern University.