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Seminars

We encourage you to attend one of these popular post-conference courses.

Multichannel Marketing

Charles Schultz, GiftLegacy Team
Date/Time: Wednesday, 8:30 a.m., Sept. 30, 2015

Are you marketing planned gifts in all of the right places? How do your donors like to receive information from you? Multichannel marketing is the best way to optimize your planned gifts marketing and close more gifts. This seminar will help you develop a multichannel marketing strategy using the latest enhancements to the GiftLegacy marketing system.

An effective multichannel marketing plan is smart and strategic. Discover the secrets of branding and segmentation for planned giving lead generation. This session covers marketing best practices for Planned Giving Websites and Mobile Websites, eNewsletters and eBlasts, Literature, Social Media, Video and more. Learn how to dramatically increase your response rates and close gifts by coordinating your marketing channels to maximize efficiency and produce results.

Intro Seminar

Daniel Jenewein, JD
Date/Time: Wednesday, 8:30 a.m., Sept. 30, 2015

Get a jumpstart on the most popular gift plans using the new CresLite online software. Learn how to market and to close gift annuities, unitrusts and more. Explore the power of GiftLaw Pro for answering gift planning questions. Gain effective use of the "Explanation for Professional Advisors" to educate donors, advisors and close gifts! CE Credits: 5 hours. Receive five free GiftCollege credits when you register!

Advanced Seminar

Charles Schultz and Tim Boone
Date/Time: Wednesday/Thursday, 8:30 a.m., Sept. 30 – Oct. 1, 2015

This seminar is designed for those ready to tackle the most creative and complex planning strategies available. Includes timely options for funding education and retirement, the lead trust, charitable estate planning models, family corporations, gifts of IRAs and pension plans, unitrusts with insurance replacement and zero-tax options. Late breaking news items and their impact on planned giving are also examined. CE credits: 12 hours. Receive five free GiftCollege credits when you register!

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