Stewarding Planned Giving Donors through Listening

Stewarding Planned Giving Donors through Listening

Have you ever asked a donor why they included your charity in your will only to be disappointed to get a generic answer like, "your charity is important to me," or even worse, "oh really, it's nothing!" By using effective questioning and listening, Heather has had first conversations with donors who have shared with her some of their most personal stories; about loved ones who have passed, the most important people in their lives, their thoughts on issues of religion, race, and sexuality. In this webinar, we'll discuss what makes your donor pool distinct, how to get on the phone, and what questions and responses will leave room for your donors to tell them why your charity really matters to them.

Heather Powers

Heather is a Planned Giving Officer at Centraide du Grand Montreal (United Way of Greater Montreal). Her previous roles include Assistant Director of University Planned Giving at Harvard University and Senior Development Officer at McGill University. She is a member of the CAGP Board of Directors.

This session is a Webinar Wednesday. Bring your own lunch, listen to a professional gift planner or advisor share their expertise through a live webinar, and network with your colleagues for only $5.

CAGP Waterloo-Wellington is a CFRE Continuing Education Approved Provider. Full participation in a Lunch & Learn or Webinar Wednesday is applicable for 1 credit in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.