3 Micro Planned Giving Strategies During COVID-19

Summary

                         Wednesday, June 24, 2020

                         10:30am-NOON

              
  
      
 

JOIN US - FREE WEBINAR

3 Micro Planned Giving Strategies During COVID-19



DESCRIPTION

How can you raise planned giving revenue when you can’t meet with donors face-to-face?

Join us to develop a three-week planned giving action plan!

The suspension of face-to-face fundraising has hampered many fundraising professionals. Specifically, planned giving professionals have been challenged with developing new ways to raise significant estate gifts while sheltering-in-place. In this presentation, you will learn 3 micro planned giving strategies that you can put to work right now that will provide you with new planned giving discussion leads and even new planned gifts. To get the most out of this presentation, come prepared with a list of donors (100 is ideal) from your database that you have had previous telephone or face-to-face interactions with in regards to supporting your organization with an estate gift. Of course, you will not be sharing your list with the group—but using your real donors will support you in leaving this presentation with a three-week activity plan built and ready to go!

Registration is required for this FREE distance learning event.
Registration closes June 23 at Noon
Zoom details will be emailed the day before.


PRESENTER

Damon Tinnon 

Damon Tinnon, CSPG, serves as Director of Gift Planning for Queen of the Valley Foundation. Damon is a Certified Specialist in Planned Giving (CSPG) and works with Queen of the Valley Hospital supporters and their advisors to execute planned gifts that reduce taxes, increase income and support overall estate-planning goals.

Ridgeviewlogo 

Thank you to our chapter sponsor Ridgeview Financial Planning 



2020 UPCOMING EVENTS

July - TBD
Wednesday, August 26
Wednesday, September 23
Wednesday, October 28
Wednesday, November 18
December - Holiday Reception


Details

  • When

  • Wednesday, June 24, 2020
    10:30 AM - 12:00 PM

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