Marketing Estate Planning Tools to Uncover Planned Giving Prospects

(Retired)

Marketing Estate Planning Tools to Uncover Planned Giving Prospects

(Retired)

Table of Contents


Overview

Do you have a strong planned giving pipeline?

 

Agenda

  • Success at Texas A&M
  • Components of the will kit
    • Wills guide booklet
    • Methods of giving
    • Heritage membership brochure
    • Others: Glossary, brochures, etc
  • How do we market the will kit
    • Direct mail
    • Email
    • E-newsletter
    • Effectively targeting groups
  • Processing requests
    • Internal considerations
    • External considerations
  • How to demonstrate ROI at your school
    • Visits
    • Gifts
  • Scaling considerations: How to implement at any budget level

 

Resources

Download the presentation slides (PDF)

Download the additional resources (PDF)

Why is this event retired?

At AI we want to always ensure that the best and most current trainings are available to members, and we regularly review our trainings to ensure that is the case.