Starting a Planned Giving Program With No Budget and Without a Planned Giving Officer

Thursday, January 9, 2020 - 11:00am to 12:00pm
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About this event

This webinar will provide a step by step action plan for starting a planned giving program with no budget and without a planned giving officer.
The participant will learn about why it is important to have a planned giving program and be taken through a step by step action plan for implementing a planned giving program without a budget and planned giving officer. Topics to be discussed include: why is a planned giving program important to have, how to define the planed giving program, identifying the best planned giving prospects, developing messaging and a communications plan for generating planned gift prospects, promoting planned giving, engaging others in the implementation of a planned giving program, and being prepared to respond to inquiries from planned giving prospects.
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