How to Conduct Planned Givings Seminars

Planned & Estate GivingAsking for Donations
Written By Shawna Bullard, CFRE, CNP, MS | Executive Director of Client Relations

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.

Shawna Bullard, CFRE, CNP, MS | Executive Director of Client Relations

Certified Fundraising Executive | Certified Nonprofit Professional | CFRM from Lily School of Philanthropy at IU | B.S. from SIEU  | M.S. from Western Governors University | Background in both board service & international mission work

https://pridephilanthropy.com/team/#shawna
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