Webinar: How to Have Conversations With Donors About Planned Gifts

Fundraisers and volunteers have a natural fear of the planned giving conversation, worried that it requires a discussion of technical issues--or, worse, the donor's death. This practical session will help you overcome those fears to have conversations that will increase your organization's long-term (and even short-term) revenue. You will learn how to identify the top planned gift and endowment prospects, prepare for the conversation, set up the visit, use volunteers on the call, define the roles of each party on the call and open, advance and finish the conversation.

Participants will learn:

--Why it is so important to talk to donors about deferred and planned gifts.
--How to identify the best prospects for conversations.
--The role of staff and volunteers in making planned giving calls.
--What you must know before you call.
--How to set up the call.
--How to have the conversation: the opening, the exploration and the close.
--Involving the donor's advisor.

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