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September 14: What can one Development Officer do to encourage Planned gifts?

Tuesday, September 14, 2010 from 11:30 AM to 1:20 PM (ET)

Sarasota, FL

September 14:  What can one Development Officer do to...

Ticket Information

Ticket Type Sales End Price Fee Quantity
Member: Luncheon Ended $25.00 $0.00
NonMember: Luncheon Ended $30.00 $0.00
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Event Details

 

Tom Waters
Community Foundation of Sarasota County
Cassandra Holmes
Manatee Community Foundation
1. Finding the best planned gift prospects in your existing donor pool
2. How to approach the subject of planned gifts with finesse
3. How to refer donors to subject matter experts and advisers without endorsing anyone; how to educate donors on planned giving options without actually giving investment advice.