Learn how to effectively identify the right planned giving prospects in your donor pool.
Planned giving donors are passionate about furthering their institution’s vision by leaving a significant material legacy. However, planned gifts are notoriously hard to predict as these unique donors do not have to reveal their intentions before bequeathing the gift. Planned gifts are often set up like surprises for the institution, yet they are far too significant to be left to chance. To use their resources efficiently, planned giving officers must look beyond traditional approaches (such as mass mailing) when trying to pinpoint the right kind of prospects.
Join us for this webcast to learn how to make better predictions about your prospects and market to the right people. Our expert faculty will cover:
- How to identify donors who are mostly likely to contribute to your institution with planned gifts
- How to mine your database for the right prospects
- What are some productive questions you can ask to kickstart the planned gift conversation
- What clues to look out for to find your perfect prospects
- Case studies that help you put what you’ve just learnt into practice
In this training, you’ll work through case studies with specific donor profiles and gift types to help you hone your prospecting skill set.
Who Should Attend
This webcast will be beneficial to those looking to bring in more planned gifts to their institutions. Planned giving professionals, frontline fundraisers, leadership annual giving professionals, and advancement leaders will all find value in the content of this training.
In this webcast, our experienced faculty will walk you through how to:
- Understand the qualities and values of planned giving candidates
- Donor cohorts
- Qualities to look for
- Mine your database for ideal prospects
- Key data points to review
- Start productive conversations about planned gifts
- Questions to ask candidates
- Clues to listen in for
Senior Director, Office of Gift Planning and Leadership Giving, University of Colorado Colorado Springs
Marianne is a Senior Director in the Office of Gift Planning and Leadership Giving with the University of Colorado. In her role, she primarily supports the fundraising efforts of the University of Colorado, Colorado Springs Advancement team and assists donors and their advisors in considering and designing charitable giving plans as part of their personal financial and estate planning. She has formerly held gift planning positions at Colorado State University in Fort Collins, CO and the University of the Pacific in Stockton, CA.
Marianne graduated from the University of Oklahoma in 1982 with a B.A. in Psychology and from the University of Oklahoma College of Law in 1985 with a Juris Doctorate. She has practiced law in Oklahoma and Colorado in the areas of bankruptcy, civil litigation, wills/trusts/probate, family law, contracts, and business formation. Marianne is a member of the Colorado and El Paso County Bar Associations and a section member of the Elder Law and Trust & Estates committees. She belongs to the Colorado Planned Giving Roundtable (former board member), the Partnership for Philanthropic Planning, the American Council on Gift Annuities and the Council for Advancement and Support of Education.
Questions About the Event? Email this event’s Program Manager, Whitney Egstad.
What’s included in your purchase?
- Live webcast session – a live presentation where you have the chance to ask questions and get personalized answers from our expert speakers. You must purchase the product prior to the live date in order to attend the live session.
- Webcast recording – a recording of our live session that you can access anywhere, anytime.
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