Planned Giving: Building an Effective Program
Unlock the potential of planned giving to significantly enhance your organization’s fundraising efforts. This comprehensive course is designed to equip participants with the knowledge and tools needed to develop and grow a successful planned giving program. Key topics include advanced and integrated marketing strategies, planned gift administration, donor recognition, and developing a comprehensive planned gift plan. Participants will also learn how to identify potential donors, cultivate relationships, and navigate legal and ethical considerations. Register now and bring a colleague with you!
This course is designed for one fundraiser and one team member from an organization to attend together. The team member should be the CEO, Executive Director, finance team member, board member, or other member of the leadership team.