Title: The Five Types of Blended Gifts - The What, Why and How of Closing Blended Gifts

Presenter: Lani Starkey and Unyong Nakata

Date: May 2019 (day TBD)

Time: 1:00 - 2:00 p.m. EST

Blended gifts are “trending” in the fundraising world. While the practice of asking for blended gifts has been occurring with varying degrees of consistency for years, there is more interest today than ever before. Blended gift advocates promise better gift results for your organization and greater satisfaction and impact for your donor. Is it all too good to be true? Are there no downsides to blended gifts?

In this webinar, we will look closely at the donor dynamics, risk factors and case for a blended gift ask. Also, with the use of real-life case studies, we will identify the best donor profiles and segments for new blended gift activity. Finally, we will focus on solicitation planning and donor relationship status as key due diligence factors. One important note: this session will not heavily focus on planned giving vehicles, their mechanics, or their tax benefits.

Learning Objectives

Identify the five types of blended gifts.

Discover how each type can be matched to a solicitation strategy.

Analyze your organization and fundraising team for blended gift readiness and potential.

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