Participants gain a firm knowledge of what changes in the organization can be expected, along with a knowledge of what to do and how to do it. A helpful pre-requisite to getting to the Touch the Future program. Explores the need for consistent office procedures and suggest a variety of administrative tools that work well in the planned giving office. Demonstrates techniques used in the every important aspect of gift cultivation. This workshop prepares your volunteers with a general understanding of the field of planned giving and how it can greatly enhance the organization's overall fundraising plus build a substantial endowment.
Participants learn to identify key marketing concepts as well as cultivation techniques.
Especially good for volunteers and staff who will be involved in working with donors of planned or deferred gifts. I First of Two Parts on Planned Gift Vehicles. Explores in depth these three types of gifts. Participates gain insight into how and why these gifts work well for donors. Reveals the benefits as well as the features of each gift.