Here are my tips for working with—and helping—a donor’s grieving relative when they contact you. This is a part of Planned Giving fundraising and you want to remain professional.
Thanks to the Support Center for Nonprofit Management for hosting me today for Demystifying Planned Giving and thanks to the audience for coming out. You had so many good questions.
It’s a luxury to spend 3 hours on what I often have to compress into 1 hour. I’m grateful for your kind comments and I’m glad we met the objective: “You’ll be comfortable enough to open a Planned Giving conversation with one good prospect.”
Be sure to fill out your online surveys!
Here are my slides:
Thank you for hosting me for part two of Demystifying Planned Giving. You’ve been a lot of fun to be with and you asked really good questions. I hope you’re invigorated–not intimidated–by Planned Giving and its possibilities for your shuls.
Your slides are here or you can view them below on Slideshare.
Thanks a lot for joining me for the Demystifying Planned Giving webinar! I hope you’ll be on Part II on February 3rd.
Your slides are here or you can access them below on Slideshare.