Contact Florida Philanthropic Advisors, LLC for event and ticket information.
Thursday, March 08, 2007 at 8:30 AM - Friday, March 09, 2007 at 4:30 PM (ET)
Planned Giving in Plain English
March 8 & 9, 2007
Join us for our two-day PLANNED GIVING IN PLAIN ENGLISH seminar. Sharpen your marketing, cultivation and soliciting skills. Learn our Planned Gift Development System and take your performance to the next level. All classes are taught by John Elbare, the PG-Coach.
We show you how to identify your best prospects, get them interested in planned giving and then solicit them for a gift. We teach you the PG-COACH's Planned Gift Development System so that you can attain consistent success. You will
learn how to:
FIRST DAY - Marketing & Soliciting
*Develop Your Planned Gift Marketing Plan
*Use Marketing Materials Effectively
*Identify Your Best Prospects
*Get Appointments with your Prospects
*Ask for the Right Gift at the Right Time
*Working with Advisors
SECOND DAY - Overview of Planned Gifts
*Explain Planned Gifts to Your Donors in Plain English
*Planned Gift Administration
*Bequests and other Revocable Estate Gifts
*Charitable Gift Annuities,
*Real Estate Gifts
*Gifts of Stock, Bonds & Mutual Funds
*Charitable Life Insurance
*Charitable Remainder Trusts
This is a practical nuts-and-bolts seminar that will help you achieve consistent success, whether you are a one-person shop or a large development office. This not a theoretical presentation on planned giving. You do not have to be an expert to solicit planned gifts. You will see results if you follow this system. All attendees will receive a free Planned Giving Tool-Kit CD.
Thursday, March 08, 2007 at 8:30 AM
- to -
Friday, March 09, 2007 at 4:30 PM (ET)
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