A Practical Approach to Growing Your Planned Giving Program

Last updated October 4, 2018

A Practical Approach to Growing Your Planned Giving Program

Last updated October 4, 2018

Practical steps for starting or growing your planned giving program.

Overview

There is a huge opportunity to grow dollars raised by deferred gifts, but you may need help developing a scaffolded approach to get you there. This online training, facilitated by Theresa Curry from University of Massachusetts, Amherst, will show you how to apply fundamental pillars to start or grow a planned giving program. Theresa has grown, overhauled, and started gift planning programs at several institutions. She has put together an easy-to digest and logically-stepped process to get you on your way to raising more dollars than ever before from this important donor base. Whether you have a program that is not performing where you want it to, or want to start one from scratch, Theresa will offer practical next steps for each important part of your program.

Who should attend?

This program is designed for planned giving professionals who are looking for new ideas on marketing and growing a planned giving program. Whether you are building your program from scratch, revamping an old program, or simply looking to hear how your peers are taking a different approach to these tasks, you will come away with a variety of ideas that you can incorporate to your institution’s planned giving strategy and efforts.

Agenda

  • Better Prospect Management
  • Stewardship
  • Developing a Library of Resources
  • Intentional and Coordinated Marketing Efforts
  • Improving Estate Administration