How to Establish & Advance a Planned Giving Discussion

Planned giving discussions include a series of keys that lead to an opportunity to work alongside your donor. They are a little art, a little science, and a lot of elasticity. Many fundraisers overlook the keys of entry in their discussions that initiate and access powerful positioning points and establish partnership and trust. This includes how to ask, what to ask for, and when to ask.

Knowledge is key.

Together, we will walk you through your own estate planning. In doing so, you will see in practical terms, how this conversation works. An interactive session where participants work through their own plans and through this practical experience, understand how and where Planning Giving fits.

Keys You Will Learn
Ask Identification --Understand key triggers within the conversation
Ask Entry --Identify points of entry to position the idea of giving.
Ask Timing -- Notice important information pieces that tell you when to ask.
Ask Positioning --Seek details that tell you how to ask and how to position your ask.
Ask Pace --Identify key triggers that enable you to fast track the ask strategy or when to reduce pressure.

Suitable for intermediate fundraisers working directly with donors.

7/28/2021 2:00 PM - 3:00 PM


Wednesday, 28 July 2021

7/28/2021 2:00 PM

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