Are you stewarding your planned giving donors effectively?
Learn new strategies and techniques to better engage and steward all segments of your planned giving donors. These two forty-five minute sessions will cover both events and impact reporting. Join us for one or both sessions depending on your shop’s needs.
Part 1: Stewardship Events and Donor EngagementEvents are critical to your planned giving donor relations strategy. During this session, you will walk through new ideas for the more traditional planned giving events as well as non-traditional touchpoints that target younger planned giving donors.
Part 2: Strategic Communications and Impact ReportingImpact reports and strategic communications are important methods for stewarding your planned giving donors. During this session, you will learn the specific messaging for legacy societies, scholarship reporting, and realized bequests that your planned giving donors and their families need to see. We will also explore other creative communication methods that your shop can use to steward your donors.
Planned giving, donor relations, and stewardship professionals will learn a comprehensive, cost-effective approach to stewarding donors of varying demographics.
Contact David Boggs, Associate Program Manager at firstname.lastname@example.org or 720-988-1215 if you’d like additional information about the program.
We want you to be satisfied with your Academic Impressions learning experience. If the program you purchased fails to meet your expectations, please contact us within 30 days and let us know. We’ll credit the full amount you paid toward another AI program that may better fit your needs.
Learning OutcomeAfter participating in this online training, you will be able to revamp events for planned giving donors to engage them more effectively.
Learning OutcomeAfter participating in this online training, you will be able to improve your impact reports and communications for planned giving donors to steward them more effectively.
Dara creates and implements comprehensive, university-wide marketing and stewardship plans for planned giving prospects and donors across colleges and central advancement through the use of strategic messaging and media.
With more than 10 years of experience in nonprofit marketing and communications, Dara focused on establishing strategic partnerships, campaign development, and fundraising in her previous roles at The Leukemia & Lymphoma Society.
She is a member of the Planned Giving Group of New England, the American Marketing Association, and the Council for Advancement and Support of Education.
AI Pro is an annual membership that gives your team unlimited access to hundreds of hours of training on the most critical issues facing higher education.For additional questions, call Bridget Dattilo at 720.988.1224.
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