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