Equipping Gift Officers to Facilitate Conversations Among Multi-Generational Families
The exercise of facilitating philanthropic conversations around values with the families you engage with is essential for the long-term philanthropic viability of your institution. However, gift officers are often not trained for this unique approach to fundraising that focuses on the family. Instead, they may often feel a natural hesitation to insert themselves into these intimate conversations—especially when there are unknowns involved, so as a result they end up forgoing relationship-building among multiple generations of the same family. Equipping a gift officer with the knowledge of why this approach is important—and not extraneous work—can lead to more creative and meaningful gifts, trusted relationships, and a wider variety of natural opportunities for follow-up. Join us in this second training within a three-part Family Giving Series to learn how to navigate the different perspectives and unique goals among a multi-generational family by helping them align their values to benefit your institution and increase philanthropic engagement.