Introducing Blended Gifts to Donor Conversations


Introducing Blended Gifts to Donor Conversations


Table of Contents


Learn how to successfully introduce planned giving options into your donor conversations.



  • Identifying When a Blended Ask Is the Best Ask
    • Tactics for bringing up a planned gift and making a dual ask
  • Putting It into Action: Sample Donor Situations
    • The loyal annual gift donor with potential
    • The “worried about retirement†donor
    • The “reluctant philanthropist†donor



Download the presentation slides (PDF)


Download the supplemental 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.