8:30 – 9 a.m. – Registration and networking
9 – 10:30 a.m. – Presentation
A light breakfast will be served.
Are you overwhelmed by your donor list when it comes to assessing major gift and planned giving prospects and communication? Would you appreciate a simple tool to help organize communication methods regarding gift opportunities that both your internal colleagues and board members would benefit from using as well?
Prepare to be energized at this session by the ways planned giving personas can transform your organization’s financial trajectory and meet your donors' desire for meaning and purpose. You’ll learn easy steps to launch or deepen giving strategies. You’ll also gain understanding and comfort with identifying your donors' passions and discuss giving tools that meet donors’ needs and advance your mission.
This session will cover best practices for major and planned giving used by industry leaders to increase both revenue and donor engagement. This session is clear and simple enough for early-career gift planners, but robust enough that even seasoned nonprofit gift planners, leaders, and development professionals will learn something new.
Participants will leave the session prepared to immediately engage with donors about major and planned giving options and a tool that can be replicated for immediate use at their organization.
Participants are encouraged to attend as a team, creating shared understanding and alignment across development, leadership, and governance.
