Planned Giving Pointers for Every Program
Add the planned giving arrow to your fundraising quiver. Programmatically and individually, schools and their fundraisers have much to gain from talking with prospective donors about planned giving. But many don’t. This session will explore key rationale for strengthening or building your school’s planned giving program and why you should be expecting every fundraiser to secure planned gift intentions from constituents. The session will also help attendees overcome the common stumbling blocks that often get in the way of having these conversations. In a case study, we will look at how one school used an historic bequest intention as a catalyst to increase the focus on planned giving. Whether in or between campaigns, discussing planned giving with your school’s prospects is good for your institution and your donors. Come and learn strategies for doing so.