Got Leads? Now What?

Summary

Program Description:
Congratulations! Some of your supporters have become qualified leads by requesting information about making a legacy gift through your marketing efforts. Or maybe you made a one-on-one legacy ask and they agreed to consider making a gift.
How do you follow up? Whether you work in legacy giving full time (100%), or two hours a week on average (5% program), you’ll learn new ideas that will help you convert roughly half of qualified leads into confirmed gifts.

Speaker Bio:
Greg Lassonde, CFRE
Greg Lassonde, CFRE, began working in legacy giving in 1992. His firm, Greg Lassonde - Legacy Program Specialists, helps build, sustain and audit programs. Greg has built a diverse client base of 60+ organizations nationally, primarily in the greater Bay Area.

His staff fund-development experience since 1982 covers the full spectrum of programs with a wide variety of nonprofits. He is a past board member and officer of: Northern California Planned Giving Council, Silicon Valley Planned Giving Council, AFP – Golden Gate Chapter, Youth Radio, Development Exchange International, and Development Executives Roundtable; and past board member of Oakland Zoo Foundation.

Program Agenda:
Registration and Networking: 11:30AM
Luncheon Presentation: 12:00PM – 1:30PM

This program is accredited for 1.5 hours by CFRE and appropriate for all planned giving professional levels.




PREPAYMENT POLICY
PGFGS hereby establishes the policy that attendance will be paid in advance by credit card. For attendees who want to pay by check, checks will need to be received one week before the event in order for them to be considered registered.

Make checks payable to PGFGS. Mail to: Raquel Altavilla, 1130 Iron Point Rd # 100, Folsom, CA 95630.

You may cancel your registration and receive a partial refund minus a $5 processing fee by 5pm, Tuesday, February 20.

Details

  • When

  • Thursday, February 22, 2018
    11:30 AM - 1:30 PM

  • Where

  • Salvation Army
    3755 N Freeway Blvd.
    Sacramento, California 95834

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