AFP - Webinar: How to Have Conversations With Donors About Planned Gifts (12/9/09)

Austin Community College

Highland Business Center

Room 103.6

5930 Middle Fiskville Road

Austin TX 78752 USA

 

This is an AFP webinar hosted by ACC CCBNO.

This is an ON-SITE webinar being held at the facilities of Austin Community College.

About the Event

Fundraisers and volunteers have a natural fear of the planned giving conversation, worried that it requires a discussion of technical issues -- or worse, the donor's death. This practical session will help you overcome those fears to have conversations that will increase your organization's long-term (and even short-term) revenue. You will learn how to identify the top planned gift and endowment prospects, prepare for the conversation, set up the visit, use volunteers on the call, define the roles of each party on the call, and how to open, advance and finish the conversation.

Learning Objectives

Participants will learn:

1. Why it is so important to talk to donors about deferred and planned gifts
2. How to identify the best prospects for conversations
3. The role of staff and volunteers in making planned giving calls
4. What you must know before you call
5. How to set up the call
6. How to have the conversation: the opening, the exploration and the close
7. Involving the donor's advisor

Speaker:

Kathryn W. Miree, J.D. is president of Kathryn W. Miree & Associates Inc., a consulting firm that works with boards and staff of nonprofits and foundations to develop planned giving programs and endowments. Miree is a past president of the National Committee on Planned Giving, is the current chair of the editorial advisory board of The Journal of Gift Planning, has chaired and served on a number of nonprofit boards, is a frequent national speaker, and is the author of two books. Her clients include a variety of nonprofits and foundations across the country.

Working effectively to bring people and assets together
to achieve the common good.

The Center for Community-Based & Nonprofit Organizations at Austin Community College (ACC CCBNO) serves those engaged in the Nonprofit Sector by leveraging community assets and serving as a community partnership broadening the horizons and possibilities for those engaged in the Nonprofit Sector

• Connecting the Nonprofit Sector
• Providing Professional & Volunteer Development Learning Opportunities
• Making available Resources, Information, & Referral
• Offering Coaching, Consultation, Collaboration

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