Planned Giving: Beginning to End
Legacy gifts don’t just fall out of the sky! It takes coordinated effort to uncover and cultivate leads for your Planned Giving program. Whether you are just starting or have a well-developed Planned Giving strategy already in place, this sessions will provide you with plenty of resources and ideas that fit into any budget.
During this webinar we’ll cover:
- The ins and outs of Planned Giving: beginner, intermediate, and advanced options for building, maintaining, and advancing your Planned Giving program
- Data strategies: which donors should you target?
- Moving beyond the will: the ever-important “other ways to give”
- Marie Kosanovich, Vice President, Accounts Lautman Maska Neill & Company
- Emma Taylor, Solutions Architect, EveryAction/Bonterra