Title: How We Do It: Making the Internal Case for a Gift Planning Program

Presenter: Alex Brovey, Kathryn Miree, Phil Purcell

Date: July 28, 2020

Time: 1:00 - 2:00 p.m. EST

To sustain a gift planning program over the long term, every organization needs a strong internal business case for gift planning embraced by management and Board. That case is based on data about planned gifts - your own and in national studies - and also stories about the impact of those gifts. In this webinar, gift planners who have made the case to start, grow, or revive their programs will share what they've learned about what works and what doesn't. 

What you’ll learn

  • Data from internal and external sources that make a strong case for investment in gift planning. 
  • How to keep the case current and keep it in front of the people who need to see it. 
  • Tools and techniques for presenting the case. 

Alex Brovey

Senior Director, Gift Planning, Northwell Health Foundation   

Kathryn Miree

President, Kathryn W. Miree & Associates, Inc.   

Phil Purcell

Senior Counsel of philanthropy, fellowship of catholic university students and editor, planned giving today  


Group webinars are intended for CGP affiliated councils or groups of up to 30 individuals.



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