AFP - Webinar: How to Have Conversations With Donors About Planned Gifts (12/9/09)

Register for this event on Eventbrite  


Austin Community College
Highland Business Center
Room 103.6
5930 Middle Fiskville Road
Austin TX
78752 USA
 
This is an AFP webinar hosted by ACC CCBNO
About the Event
Fundraisers and volunteers have a natural fear of the planned giving
conversation, worried that it requires a discussion of technical issues
-- or worse, the donor's death. This practical session will help you
overcome those fears to have conversations that will increase your
organization's long-term (and even short-term) revenue. You will learn
how to identify the top planned gift and endowment prospects, prepare
for the conversation, set up the visit, use volunteers on the call,
define the roles of each party on the call, and how to open, advance
and finish the conversation.
Learning Objectives
Participants will learn:

Why it is so important to talk to donors about deferred and planned gifts
How to identify the best prospects for conversations
The role of staff and volunteers in making planned giving calls
What you must know before you call
How to set up the call
How to have the conversation: the opening, the exploration and the close
Involving the donor's advisor




Speaker:



Kathryn W. Miree, J.D. is president of Kathryn W. Miree
& Associates Inc., a consulting firm that works with boards and
staff of nonprofits and foundations to develop planned giving programs
and endowments. Miree is a past president of the National Committee on
Planned Giving, is the current chair of the editorial advisory board of
The Journal of Gift Planning, has chaired and served on a number of
nonprofit boards, is a frequent national speaker, and is the author of
two books. Her clients include a variety of nonprofits and foundations
across the country.

Cost: Free to AFP Members ($10 for non) 

For interested registrants outside of Austin, you may want to check
with your local AFP chapter or management assistance center. Program is
being coordinated through AFP website. Direct all questions to AFP.






Event Contact


Event Coordinator



Karen Garbaccio
Candyss Bryant


(512) 223-7111
(512) 223-7051



(512) 223-7208 FAX


(512) 223-7208 FAX



afp.austin@gmail.com


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Hosted by

Center for Community-Based and Nonprofit Organizations at
Austin Community College


Working effectively to bring people and assets togetherto achieve the common good.
The Center for Community-Based & Nonprofit Organizations at Austin Community College (ACC CCBNO) serves those engaged in the Nonprofit Sector by leveraging community assets and serving as a community partnership broadening the horizons and possibilities for those engaged in the Nonprofit Sector

Connecting the Nonprofit Sector
Providing Professional & Volunteer Development Learning Opportunities
Making available Resources, Information, & Referral
Offering Coaching, Consultation, Collaboration









 
 






 







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