Tips, Templates, Samples and Examples – Working your Legacy/Bequest Program Effectively
Speaker: Peter Chipman, BBA, CFRE – Director of Planned Giving, Variety – The Children’s Charity
A Gift Planner’s main objective is to build donor relationships, solicit and confirm legacies and other planned gifts. Too often we are bogged down with ‘admin’ and paperwork, leaving less time for building the donor relationship. Peter will share tips, templates, samples and examples of some resources that make it easier to manage a successful gift planning program in a small shop.
Includes hot served luncheon. Registration closes March 4, 2016.
Qualifies for 1.5 CFRE points.
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