Jennifer Milburn and Ryan Egge

 

Is your organization considering a greater investment in Gift Planning? This session will detail the strategic transition of a small, reactive, referral-based office to a larger, portfolio-based, proactive gift planning program. We will share the opportunities and obstacles we encountered along the way, and perhaps most importantly, how thoughtful strategic planning allowed us to project return on investment and gain leadership support.

 

Learning Objectives:

1. Describe the motivations and process when transitioning from a reactive, referral based office to a strategic, proactive gift planning program.

2. Identify organizational opportunities and potential obstacles associated with such a transitio3. n.

Demonstrate how thoughtful use of a Strategic Plan can inform and empower a successful transition.

 

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit