Description
Your Bequest Program – It Ain’t Rocket Surgery!
Presented by Gregory Wilson, MS, CAP, CFRE & Dan Shephard
7:30 AM - 12:00 PM
A productive planned giving program is key to any organization’s long-term success. Yet, many organizations are turned off by the seemingly high levels of technical expertise needed to run this type of fundraising program.
Join Dan & Greg as they teach the foundation of a strong planned giving program – a Bequest Program. Starting with bequests allows organizations of all sizes and structures to begin securing extraordinary gifts from ordinary donors.
Key takeaways:
- The four components of a planned giving program
- The various types of bequest giving
- Who your best prospects are
- How to connect with these donors and how to schedule a meeting with them
- What to say during this meeting
Participants will also have the opportunity to practice these newly obtained skills in case study-based role-playing.