Blended Gifts: Strategies to Increase Your Fundraising Success

(Retired)
Retired course gerneric thumbnail

Blended Gifts: Strategies to Increase Your Fundraising Success

(Retired)

Table of Contents

Overview

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

Tagged In

Major & Planned Giving

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.

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