Live partner training
Planned Giving Conversations (103)
Length: 60 minutes
CFRE: Eligible for 1.0 continuing education credit
Talking to donors about estate planning or planned giving doesn't have to be intimidating. Knowing what cues to listen for and having a few talking points prepared can help you easily guide your one-on-one conversations in the direction of planned gifts. This helps your donors see that their support can endure and have a continued impact on the causes they care about.
In this session, we cover:
- How to identify your best planned giving prospects
- Cues to listen for in conversation
- Ways to introduce different planned gifts into the conversation
- Tips for effective followup after the visit
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