AFP Webinar, January 28 - Integrating Planned Giving into Your Campaign/Major Gifts Program
During this session, Brian will describe the findings of his research with Robert Wahlers on changing generational cohorts as published in their book The Philanthropic Planning Companion: The Fundraisers’ and Professional Advisors’ Guide to Charitable Gift Planning, (Wiley 2012), part of the AFP Fund Development Series and winner of the 2013 Skystone Partners Prize for Research in Philanthropy. In particular, Brian will focus on how changing generational cohorts have created a need for non-profits to move to an integrated, philanthropic planning process when working with top level prospects, utilizing annual giving, major/campaign gifts and gift planning tools to meet donor needs while maximizing philanthropy.
At the conclusion of this session, participants will:
- Understand the behavior differences of generational cohorts and how they impact philanthropy
- Be able to apply generational differences to their fundraising approaches with individuals
- Have new tools to maximize revenue from existing prospects of all different generational cohorts
Target Audience:
This presentation should have content for all fundraisers regardless of experience level.
About the Presenter:
Brian M. Sagrestano, JD, CFRE is a thought leader and sought after speaker on planned giving. Through his work as President and CEO of Gift Planning Development and as a partner at Constellation Advancement, he has helped hundreds of non-profits build new gift planning programs as well as dramatically improve the performance of existing efforts.