How to Train Your DO: Deploy an Army of Skilled Gift Planners

Katy Herbert Kotlarczyk
This fiscal year, more than 50% of the 50+ front-line portfolio managers at the University of Colorado Boulder will close a planned gift proposal, working with just one gift planning officer. Their training was based on techniques distilled from interviews with major gift officers across the state. What really helped them apply gift planning terminology and techniques? In this session, you'll learn new ways to empower your own staff.
CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
Conference Year: 
NCPP 2016
Event Type: 
Conference Session
Purchase Type: 
Upcoming Events
How We Do It: Structuring Collaboration Among Fundraising Program
Aug 25, 2020
The best possible outcomes for donors and organizations happen when fundraising colleagues collaborate instead of com...
Related Resources
8 Cool Ways Your Donors Can Give With CRTs
This session from NCPP 2016 used a case study method to list 8 donor fact patterns and then described how using a CRT...
Storytelling for Gift Planning Success Your Roadmap for Collecting Great Stories
Stories have been with us since the beginning of time. We believe that we’re all “wired” for stories; when we hear a...