The Golden Ticket of Fundraising: 10 Steps to a Sweet Planned Giving Program
Thursday, July 14th, 2016
4:00 PM - 5:15 PM: Breakout 4
Build your planned giving program from the ground up or polish a fledgling program with these simple steps. Two fundraisers will share how they kick-started their planned giving program by advocating for a budget and creating some basic materials to promote gifts through wills, trusts and by beneficiary designations. You will leave with a check-list for starting or boosting your own program!
Learning Outcome #1
By attending this session participants will learn:
How to build a case for a planned giving budget.
Learning Outcome #2
By attending this session participants will learn:
A list of the most important materials for building a program.
Learning Outcome #3
By attending this session participants will learn:
Ideas for using as little of your staff time as possible to build your program.