Recorded partner training

Planned Giving Marketing (102)

Length: 58 minutes
CFRE: Eligible for 1.0 continuing education credit
 

Proactive, consistent planned gift marketing is essential to a successful program. Many Americans do not yet have a will in place, and those that do may be unaware of the option to include charity in their plan. Thoughtful, educational content from your nonprofit can encourage supporters to create their estate plan and honor their favorite causes with a legacy gift.

 

In this session, we explore:

  • Reasons to invest in proactive planned gift marketing
  • Best practices for adding planned giving information to your organization's website
  • Best practices for sharing standalone planned giving outreach at key times of year
  • Best practices for integrating planned giving content into existing outreach
  • How you can put-it-all-together to deploy an effective planned giving campaign

Resources:

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