Beyond Buckslips: Legacy Marketing

Come celebrate Leave a Legacy month by hearing from gift planning guru Jill Nelson, CFRE. Jill will discuss newer ways to reach prospects, ideas to educate the influencers, and how to fill your planned giving prospect pipeline.

1. Sales & marketing principles regarding audience identification and segmentation, as well as a process to manage prospects towards a confirmed gift.

2. Overview of legacy marketing principles

3. Examples and discussion around novel ways charities around the world are identifying and reaching out to prospective donors. (Includes event participation, online surveys, social media).