2019 NCDC Conference & Exposition

This session will explore current statistics and trends in planned giving and look at new ways to enhance your organization’s planned giving efforts. Discover techniques for identifying planned giving prospects, soliciting potential donors, and closing the gift over the phone. Learn how to make the ask using the mass communication instruments of mail, e-mail and telephone solicitation. This session will also provide strategy on the selection of donors for a planned giving direct marketing campaign. Most planned giving donors say “they were simply never asked” for a gift. Learn how your organization can avoid this common pitfall and develop a thriving and profitable planned giving marketing and solicitation plan.

Objectives
1. Examine the profile of a planned giving donor and debunk common planned giving myths.
2. Obtain a thorough understanding of how proven telephone solicitation techniques will significantly increase planned gifts to your institution.
3. Discuss the latest trends, developments and marketing opportunities available today in planned giving, and discover new ways to solicit, cultivate and educate planned giving prospects