Meryl Cosentino

 

All you really need to know about Planned Giving you learned in Kindergarten. It sounds too good to be true, but it isn’t. Join us as we enjoy milk and cookies, and discover how the lessons we learned in kindergarten—Share Everything, Play Fair, Don’t Hit People, Flush, and Take a Nap—can be applied to your career as a planned giving officer and can increase legacy support for your charity Whether you are new to planned giving, or are a seasoned specialist, if you are looking for insights that can enhance your planned giving prowess, then this session is for you! Meryl will show you how playing well with others and sharing everything enabled her to bring in $3 Million in new bequest intentions in her first five months at Stony Brook University. Warm cookies, cold milk and planned giving are a true recipe for success. And for those who love to SHARE . . . we will have SHOW and TELL!

 

Learning Objectives: 

1. Design compelling and creative marketing pieces that make your donors want to RAISE THEIR HAND and shout Pick Me! Pick Me!

2. FLUSH out your prospect profile so you can focus on your top 20 donors and bring in bigger and better gifts.

3. HOLD HANDS (figuratively speaking) and work together with Major Gift Officers to increase both the size and number of bequest intentions you close.

 

CFRE: Approved for 1 point

CAP: Approved for 1 PACE credit