Nonprofit and fundraising expert Susan Kahan will help you understand the basics of planned gifts, learn the verbal cues that indicate when to bring up the subject, and make internal plans to win this lucrative type of funding. You will discover how to increase your revenue for years to come.
What You'll Learn
- What are planned gifts? Why do you need to know about them?
- What are the most common planned giving vehicles?
- How can you overcome your fears about bringing up planned giving with donors?
- What are the best practices for marketing and stewarding planned gifts?
- What verbal cues should you listen for in supporter conversations?
- How should you broach the topic of planned gifts with donors?
Training Overview
“Is there anything I should mention to my estate planner?” Discover how to tap into verbal planned giving clues.
The U.S. is in the midst of the greatest transfer of wealth, with tens of trillions of dollars passing in the next couple of decades. You need to act now, in 2022, to be at the forefront of this opportunity. Nonprofits that work with their donors to leave lasting legacies will capitalize on this transfer and ensure future income for their organization in the years to come.
You may not have many donors who directly ask, “Is there anything I should mention to my estate planner?” However, your daily interactions with supporters contain verbal clues that indicate the relationships are ripe for planned giving conversations. You need to be ready!
- What are planned gifts? Why do you need to know about them?
- What are the most common planned giving vehicles?
- How can you overcome your fears about bringing up planned giving with donors?
- What are the best practices for marketing and stewarding planned gifts?
- What verbal cues should you listen for in supporter conversations?
- How should you broach the topic of planned gifts with donors?
Who Should Attend?
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Expert Presenter
Susan Kahan
- Founder of Sapphire Fundraising Specialists
- Works with major gifts, mid-level donors, planned giving, and capital campaigns
- Creates and executes fundraising strategies and events
- Previously held fundraising and management roles at the Chicago Council on Global Affairs and the American Israel Public Affairs Committee (AIPAC)
- Graduated from the George Washington University in Washington, DC with a major in Communication and a double minor in Political Science and Business Administration
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