St. Norbert College is sponsoring the following AFP webconference: "How to Have Conversations With Donors About Planned Gifts"
Wednesday, Dec. 9, 2009
From St. Norbert College, October 12, 2009
by Mike Counter, firstname.lastname@example.org, (920) 403-3089
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.
Wednesday, Dec. 9, 2009
12:00-1:30 Webconference, lunch will be provided
1:30-2:00 Group discussion
Location: The event will be held in the Kress Inn Conference Room (located on the corner of Grant and Third, across from the F.K. Bemis Conference Center), with parking available in the Kress Inn parking lot. (For additional information or directions to the Kress Inn, visit http://www.kressinn.com/.)
Cost: $30 includes lunch
Registration: The deadline to register for this webconference is Wednesday, Dec. 2 at 4 p.m. Register using our online registration form at http://www.snc.edu/advancement/secure/registration.html. Visa, MasterCard or check are accepted. If you pay by check, your invoice will be attached to your confirmation. Please bring your check with a copy of your invoice with you to the webconference.
Target Audience: This session will be valuable for CEOs, volunteers and all development staff at all levels of experience in both the United States and Canada.
Participants will learn:
- Why it is so important to talk to donors about deferred and planned gifts
- How to identify the best prospects for conversations
- The role of staff and volunteers in making planned giving calls
- What you must know before you call
- How to set up the call
- How to have the conversation: the opening, the exploration and the close
- Involving the donor's advisor
About the Presenter:
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.
Please note that due to financial obligations incurred by St. Norbert College, no refunds will be issued for cancellations; however substitute persons are welcome to attend.