Learn how to integrate planned giving asks with all other solicitation vehicles. From the tools necessary to market planned gifts, to securing meetings with donors and having the conversation about legacy gifts, this course covers everything you need to know to start making planned giving asks and closing gifts today!
What Will I Learn?
- How to market planned gifts
- What you need to know about gifts of securities
- What you need to know about gifts in the will
- How to have planned giving conversations
- How to promote your planned giving expertise for career success.