Planned Giving - How To Find The Needles In The Haystack
Friday, July 15th, 2016
11:15 AM - 12:30 PM: Breakout 6
There are low, middle, and high dollar donors in your data-base that could be willing to leave thousands or millions of dollars to your organization in their last will and testament or retirement plans. But how do you find those needles in the haystack? The best way is to have conversations over the phone with as many of your donors as possible in a targeted, smart fashion.
Learn how to identify the best prospects for planned giving and how to approach them and cultivate them for a Planned Gift.
Learning Outcome #1
By attending this session participants will learn: Identifying the best prospects for Planned Giving
Learning Outcome #2
By attending this session participants will learn: How to approach the prospects
Learning Outcome #3
By attending this session participants will learn: What to do after you have confirmed they are interested in planned giving