Craig Smith

 

If your major gift officer colleagues avoid gift planning conversations with capable donors because they think they must know all the ins and outs of gift planning, then this session is for you.  Spend 60 minutes in an interactive seminar learning how to engage your major gift colleagues as "super sleuths" who can truly partner with you and your gift planning team.

 

Learning Objectives:

1. Help major gift officers develop a clear and robust understanding of gift planning, and to  purposefully and deftly lead donors through inquisitive discovery conversations.

2. Learn how those conversations lead to active involvement of a planned giving team with major gift officers, donors and advisors. 

3. Learn how interactive case studies serve as the tool for sustainable in-house training that positions planned giving directors as collaborative partners, helping to uncover and close the best and biggest gifts of mutual benefit for donors and organizations.

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit