Learn how you can successfully combine a major and planned gift into a single ask.

Agenda

• The giving potential of blended gifts
• Identifying when a blended ask is the best ask
  • Tactics for bringing up a planned gift and making a dual ask
• Case studies
  • The loyal annual gift donor with potential
  • The worried about retirement donor
  • The reluctant philanthropist donor
• Goal setting for success
  • Tools to help track and secure blended gifts
  • Shared metrics for blended asks

Resources

Download the presentation slides (PDF)

Download the additional resources (PDF)