How to Have the MOST Productive Conversations: From Here to Eternity

Jeff Comfort and Scott Lumpkin
 
Great planned gifts don't happen by accident, and they're really not about the technical aspects of charitable gift planning.  They're all about productive, donor-focused conversations that unfold over time, culminating at the point where the donor is ready to say “yes.”  This session will give you the skills and tools to have more productive conversations, close better gifts, and have more satisfied donors.  Learn from two lifelong gift planners who have spent their entire careers having productive conversations with donors and closing transformational gifts.  With more than 50 years of combined gift planning experience, Jeff and Scott will share their secrets of having the most productive conversations possible, whether you're talking with a donor about an outright gift or one that will last for perpetuity.  This fast-moving, interactive session features practical conversation tips and phrases that you can use immediately, presented in a dialogue format that features a series of role-play scenarios that will give you the confidence and ability to have more productive conversations than ever before.
 
Learning Objectives:
1. Conversation tips for introducing planned giving and keeping the conversation moving forward.
2. Focusing donors on maximum impact instead of gift minimums.
3. Addressing the most common objections from gift planning prospects. 

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
 
Conference Year: 
NCPP 2017
Price: 
$30.00
Recent News & Events
Leadership Institute- Spring Roundtable
Apr 28, 2018
With recent tax reform, a record stock market and uncertain political environment, spending time with accomplished co...
More
CGP Webinar: What are Donors Telling Us? with Ron Schiller
Apr 25, 2018
Smart gift planners invite donors to voice their own philanthropic objectives, because they know that the offer of an...
More
Walking the Talk
Mar 21, 2018
A career in fundraising was not in my initial career plans. Instead, a wonderful opportunity to serve my alma mater beca...
More
Chad Hymas to Keynote CGP Conference
Mar 20, 2018
The National Association of Charitable Gift Planners (CGP) is excited to announce Chad Hymas as the keynote speaker for...
More
Related Resources
Preparing for and Optimizing Donor Visits
Preparing for donor visits is the equivalent of homework for all development professionals, and it is assumed that we...
View
Grandparents are on Facebook: Social Media's Impact on Planned Giving
Nonprofits have more communication tools to engage with their planned giving donors than ever before. Since Apple's...
View