DETAILS:

Date: December 16, 2019

Location: 515 E. Locust St., Des Moines, Iowa

What's Included: Parking & Lunch

CFRE Credit: 4.0 points

The second session will focus on the tactical implementation of planned giving marketing using the science and research of the words that work and strategies that make people more likely to move the conversation forward with experts. The course will also cover living donor testimonials, advanced gift vehicles, prospecting tools, and proposal building. Participants will work through templates for bequests and CGAs, learn who the best planned giving prospects are and how to use the right strategies to help them consider a planned gift opportunity that's right for them.