Successful gift planners not only encourage and educate donors, but also know when and how to ask for a gift. Learn how to work more effectively with donors and facilitate positive gift decisions.
Instructor: Janet Ginn, CFRE
Throughout her career as a Certified Fund Raising Executive, Janet Ginn, has been privileged to witness how a charitable gift begins a unique circle of hope and success – a circle that profoundly changes the lives of donors and their families as much as the lives of charitable recipients. Janet will share some of her most memorable, personal experiences of holistic relationships that have produced major gifts and fulfilled donors’ dreams of helping others.
Instructor: Robert Mitchell III
The basics have not changed… Research, Romance, Request, and Recognition – however, the approaches to all four ‘R’s require some significant adjustments to achieve success today and to pave the way for the opportunities that a recovering economy will bring. We will discuss specific actions and techniques that you can use now to win gifts now and insure a windfall of new gifts when the economy begins to recover. We will focus on 6 and 7 figure gifts, who we can get to give them, what will motivate them, and how to appropriately recognized them.
Instructor: Steve Mourning
There really is no such thing as a “spontaneous planned gift.” In fact, the best planned gifts are products of plenteous information gathering, careful crafting of alternatives and plans, and building trust relationships with possible donors and advisors to close gifts that are meaningful and satisfying. We’ll explore an easy to learn system to understand your donors’ needs and aspirations, and then propose gifts that help satisfy both. Participants will receive a comprehensive manual that includes a thorough solicitation planning process. Using it, you can involve volunteer leaders and others in asking for planned gifts in a very positive and effective way.
Instructor: Amanda Ferrari, JD, CFRE
What is donor centered gift planning? Explore case studies with donors who danced their way into incredible philanthropic gifts. Learn about Mr. and Mrs. Classic Car Collector and their garage dance challenge to create a CRT; Mrs. WB who couldn’t make up her mind to dance or not to dance; Mrs. Feasibility Study who said I can’t dance; and last, but not least, Mr. and Mrs. Dance Floor – we’ve been here before, can we dance again?
