Empowering Your Team: Building Planned Giving Skills for Every Fundraiser
10:45 AM - 11:45 AM PST
Speaker(s): Jeff Grandy, Vice President, Client Development, Catapult Fundraising Inc., Ray Watts, Associate Vice President for Philanthropic Giving, California State University, San Bernardino
Competencies: Strategic ThinkingLeadership
Experience Level: All LevelsLevel 3
Elective Session
This session is designed to equip fundraising leaders with the tools and strategies to elevate their entire advancement team’s awareness of planned giving, even among staff who don't specialize in it. Attendees will learn how to train their teams to recognize planned giving opportunities, identify key donor signals, and seamlessly introduce these conversations into routine donor interactions. By the end of the session, leaders will be prepared to empower their staff with practical knowledge that strengthens donor relationships and ultimately increases planned gift commitments.