Don’t Discard This Prospect–Successful CRUT in 60 Days
Judi Cantor
My colleague told me a prospect was “crazy,” and that she had visited him three times with no results. So, she “gave” him to me. I met with him, listened to his stories, determined what he really wanted, showed him how to make his gift a win/win/win, was patient with his questions, and celebrated with him after the gift was done. This presentation helps attendees listen to valuable cues, offers case studies for solutions for “problem” prospects, and demonstrates how to create opportunities for greater giving from the prospect(s) once s/he becomes a donor.
Learning Objectives:
1. Listen for valuable cues to what the prospect really wants.
2. Describe to the prospect how the gift will be transformative.
3. Learn how to design the best planned giving vehicle that is a win/win/win.
CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit