How to Conduct Planned Givings Seminars

Key Takeaways:

• Identifying Internal Audiences:

  • Strategies to engage internal stakeholders like planned gift committees and subject matter experts.

• Benefits of Planned Giving Seminars:

  • Building credibility, fostering individual follow-ups, and leveraging opportunities during National Estate Planning Week.

• Keys to Success:

  • Collaboration between foundation staff, gift professionals, and peer focus groups.

  • Using diverse promotional channels and maintaining thorough registration and follow-up systems.

  • Prioritizing high-quality pilot sessions to set a strong precedent.