Virtual Seminar – "Knowing a Planned Giver When You See One"
Bring your lunch and learn about the giving potential of a donor.
Planned gifts come in many shapes and sizes. So do their donors. Nevertheless, there are some telltale characteristics to look for in a planned giving prospect. What are these characteristics and how can you use them to select recipients for a mailing? What questions should you ask – and not ask – in a donor meeting to ascertain the planned giving potential of a donor? This session will answer these questions, as well as review potential gift assets and present case studies of classic planned giving solutions to a variety of donor situations.
Speaker: Jeff Lydenberg, PG Calc
September 25 12 – 1:30 p.m.
Parking: Please park in Parking Lot B. You will find the entrance just north of the 6675 Holmes parking lot. Follow the signs to Curry Education Center on the Health Pavilion Building.
Presentation Room: Curry Meeting Forum Room
Lunch: Bring your lunch! There are vending machines with snacks and beverages on the 2nd floor next to the Pharmacy – right above the Curry Meeting Forum. You will find an elevator around the corner from the meeting room.
- Sep 28, 2018
23rd Annual Building Blocks Planned Giving Conference
- Oct 12, 2018
Creating a Trust – Utilizing a Trust and Building Trust with Scott Blakesley
- Oct 31, 2018
Live Webinar: Creating a Data-driven Gift Planning Program
- Nov 9, 2018
The Ethics Experts
- Nov 28, 2018
Live Webinar — Planned Gift Data Crunching Workshop