Moving Donors Along the Planned Giving Pipeline

How do we know the right ways to move a donor toward making a larger—or more meaningful—gift? This session will discuss how to begin and sustain planned giving conversations with donors, furthering a donor's charitable aspirations while also creating an advantageous gift plan. Learn to recognize cues and clues about a donor's wishes, offer personalized suggestions, and identify potential next steps with confidence.

Date & Time: 
Wednesday, October 9, 2024 -
10:30am to 11:45am EDT
Room: 
Cameral
Workshop
05
Dec
Catalyst: Organizational Change
Plainfield, IN
Webinar
10
Dec
A Racial Reparations Framework for Family Philanthropy
Webinar
Webinar
11
Dec
Responding to the Opioid Crisis: What are the Opportunities for Funders to Make a Difference?
Webinar
Webinar
15
Jan
Corporate Philanthropy in Turbulent Times
Virtual + Recording