Title: Attracting, Recruiting and Retaining Gift Planning Professionals

Presenter: Jackie Franey

Date: October 3, 2023**

Time: 1 p.m. ET
Registration closes 24 hours before each event.

Cost: $35 for members; $70 for non-members
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Webinar Description: Attracting, recruiting, and retaining gift planning professionals is one of the most important elements in establishing and building a successful gift planning program. It can be a daunting process for small organizations just starting out and a challenge for well-established programs to retain the most talented and productive fundraisers. How can you ensure attracting candidates with diverse perspectives that can elevate your organization’s fundraising culture? This session will focus on key steps when recruiting staff, the critical metrics and expectations for retaining talent, and strategies for nurturing fundraising staff. Practical tips and tools will be shared based on the speaker’s three decades in gift planning: building, managing and nurturing gift planning programs. This session will be valuable for both attendees seeking to start or expand their gift planning program and those wishing to expand their own professional development.

Speaker Bio: Jackie W. Franey is founder and principle consultant for JW Franey Consulting LLC. She previous served as the Director of Gift Planning Fundraising at The Nature Conservancy, and has also worked at the DMA, BNY Mellon Wealth Management, Communities Foundation of Texas, Children’s Medical Center and the American Heart Association – National Center. Jackie is a graduate of LeTourneau University and has almost 30 years of experience in planned giving. She is a Certified Planned Giving Specialist and served on the editorial advisory board of Planned Giving Today. She has previously served on the national board for the National Association of Charitable Gift Planners (CGP), served on the Steering Committee for the Leadership Institute of CGP and was inducted into the CGP Hall of Fame in 2020. She is a Chartered Advisor in Philanthropy (CAP), completed the Certificate Program in Financial Planning at SMU and speaks frequently at national conferences and planned giving councils.

Standard: NSGPS 11

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Tuesday, August 29, 2023 - 13:00