May 10 2018 9:15AM
You Don’t Have to Learn Armenian to “Get” Planned Giving
Your prospects should not have to learn another language to “get” planned giving. In a world where your average prospect is inundated with over 3500 marketing messages a day, the secret to getting your message heard is to make it simple. Don’t just simplify. Oversimplify. Viken will show you how to talk with your prospects about planned gifts in simple, everyday language. He’ll showcase real-world examples and give punchy phrases and elevator pitches you can start using right away. He’ll tell you which simple gifts to pursue first and how to start talking with donors.
May 10 2018 10:45AM
Ethics in Fundraising and Planned Giving
This presentation will explore ethical issues related to fundraising. We will discuss situations planned giving professionals commonly run into as well as how to best handle these situations in an ethical way. We will recommend best practices to minimize conflicts between the charitable organization and donors/family member of donors.