AFP June Event:

"Starting or Improving a Planned Giving Program for a Small to Mid-Size Nonprofit and Educating Prospects through Interactive Gift Planning Vignettes"

Presented by Mike Degenhart

Developing a planned giving program can be a complex undertaking. It is possible to attract significant gift support – monies that would not be given to your organization in any other form than a planned gift – with a simple bequest program.

The first part of this program will discuss how to start or scale a planned giving program for the small to mid-size nonprofit.

The second part of the presentation will address educating prospects about ways to make a gift through interactive vignettes.

Learn how to ask strategic questions to obtain key information; how to introduce the topics of bequests, charitable gift annuities, and charitable remainder trusts; how to encourage membership in a heritage society; and how to make a combined planned and major gift solicitation of a prospect.