2-Part Virtual Planned Giving Boot Camp

After great feedback on our special live one-day Planned Giving Boot Camp last month, we’ve decided to offer the same condensed crash course in a 4.5 hours live webinar format over two Wednesdays (June 7th and 14th). Includes our two “get results now” presentations. This is a great opportunity for you (AND YOUR TEAM) to get your hands around planned giving in one fell swoop! CHOOSE TO ATTEND BOTH DAYS ($300) OR JUST ONE OF THE DAYS ($150) – ONE PRICE INCLUDES UP TO 15 COLLEAGUES! EARLY BIRD PRICE ENDS MAY 13TH! Regular fee is $175/$350.

4.5 hours of CFRE credits

Click Here to Register Now!

First Sessions – (June 7 – 12:00 pm – 2:15 pm EASTERN)

Intro and Overview – If you are a fundraiser, you know a bit about planned giving already – we get that. In this first session, we will take a fresh look at the field, its humungous potential and do a quick overview of the basic vehicles.

Initiating the Legacy Discussion and Educating Your Prospects – How do you even initiate a conversation about legacy giving? We’ll give you an approach to broaching the topic of legacy giving and how to begin educating your prospects on the options (without feeling like a fool!).

From Static to Dynamic: Transforming Your Planned Giving Programs To Get Results – This session will focus on the steps and approaches needed to implement, launch and/or upgrade your legacy giving program. Planned giving marketing activities are often static and see very little results and/or interactions with actual prospects. We will cover various marketing and promotional ideas, and how to transform them into real and immediate results.

Second Sessions (June 14 – 12:00 pm – 2:15 pm EASTERN)

Get Planned Giving Results Now…with a Survey Campaign! – In recent years, Survey Campaigns have emerged as the most powerful way to transform your planned giving program. I have personally witnessed a client go from literally no responses to our planned giving mailings to HUNDREDS of new planned giving donors and prospects through a single survey campaign to only 25% of our potential planned giving prospect base! More and more nonprofits are hitting gold with this method – find out what this program is about and how your organization can transform its planned giving program literally overnight. We will compare results and techniques from several different nonprofits and draw practical conclusions on how we should be adjusting our marketing efforts and whether you should be launching your own survey campaign.

Get Results Now…with a Matching Gift Campaign! – In recent years, Matching Gift Campaigns have emerged as another powerful way to transform your planned giving program. The beauty of Matching Gift Campaigns is that they not only identify and qualify numerous new planned giving commitments, but they often bring in much needed cash NOW for your organization. More and more nonprofits are hitting gold with this method – find out what these program are about and how your organization can transform its planned giving program with this method. We will compare results and techniques from several different nonprofits and draw practical conclusions on how you can launch your own Planned Giving Matching Gift Campaign.

Life Income Options – What would a planned giving course be without Charitable Remainder Trusts and Gift Annuities? We will cover the most likely life income scenarios that you may encounter and what you need to know to help move the process along!