Are you having more conversations with donors’ financial council?
It is important to know how to talk with your donor’s financial council effectively to ensure a successful gift planning process, especially as more gift officers find themselves conversing directly with financial advisors and certified public accountants.
Join us to hear from an expert planned giving instructor as she describes the financial planning process and what you need to know to lead productive conversations with donors and their council. You will come away with:
Gift officers working in major or planned giving will benefit the most from this training. Those working in prospect development may also find value in helping to support gift officers in these conversations.
Contact David Boggs, Associate Program Manager David.Boggs@academicimpressions.com 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.
After participating in this online training, you will be able to work more effectively with your donors’ financial council during the gift planning process.
Marianne is a Senior Director in the Office of Gift Planning and Leadership Giving with the University of Colorado. In her role, she primarily supports the fundraising efforts of the University of Colorado, Colorado Springs Advancement team and assists donors and their advisors in considering and designing charitable giving plans as part of their personal financial and estate planning. She has formerly held gift planning positions at Colorado State University in Fort Collins, CO and the University of the Pacific in Stockton, CA.
Marianne graduated from the University of Oklahoma in 1982 with a B.A. in Psychology and from the University of Oklahoma College of Law in 1985 with a Juris Doctorate. She has practiced law in Oklahoma and Colorado in the areas of bankruptcy, civil litigation, wills/trusts/probate, family law, contracts, and business formation. Marianne is a member of the Colorado and El Paso County Bar Associations and a section member of the Elder Law and Trust & Estates committees. She belongs to the Colorado Planned Giving Roundtable (former board member), the Partnership for Philanthropic Planning, the American Council on Gift Annuities 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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