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Integrating the Donor Journey: a team approach to annual, major and planned giving
Presenters: Peggy Killeen, CFRE, CAGP Foundation and Janice Correa, ROM Governors
As gift planners we should not be surprised to see a thread connecting the traditionally departmentalised functions in most development programs – it’s called gift planning! Today the donor journey is evolving and getting more multifaceted. Donors are not only using blended gifts for annual donations, but there is more potential for major campaign contributions to be made using securities, donor-advised funds and deferred gifts, than ever before. Is your team ready to re-map your donor journey to include gifts of assets and conversations about the long term? Armed with insights from researchers like Dr. Russell James, Penelope Burk and CAGP’s own Will Power Campaign, we can prepare ourselves and our colleagues to map an integrated donor journey that will maximise giving opportunities.
Originally broadcast on January 29, 2025
