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AFP - Webinar: How to Have Conversations With Donors About Planned Gifts (12/9/09)
Location:
Austin Community College
5930 Middle Fiskville Road
Austin, Texas 78752
When: December 9, 2009
Starts at: 12:00 PM
Ends at: 1:30 PM This is not an all day event
Description:
Register for this event on Eventbrite
Austin Community College
Highland Business Center
Room 103.6
5930 Middle Fiskville Road
Austin TX
78752 USA
This is an AFP webinar hosted by ACC CCBNO
About the Event
Fundraisers and volunteers have a natural fear of the planned giving
conversation, worried that it requires a discussion of technical issues
-- or worse, the donor's death. This practical session will help you
overcome those fears to have conversations that will increase your
organization's long-term (and even short-term) revenue. You will learn
how to identify the top planned gift and endowment prospects, prepare
for the conversation, set up the visit, use volunteers on the call,
define the roles of each party on the call, and how to open, advance
and finish the conversation.
Learning Objectives
Participants will learn:
Why it is so important to talk to donors about deferred and planned gifts
How to identify the best prospects for conversations
The role of staff and volunteers in making planned giving calls
What you must know before you call
How to set up the call
How to have the conversation: the opening, the exploration and the close
Involving the donor's advisor
Speaker:
Kathryn W. Miree, J.D. is president of Kathryn W. Miree
& Associates Inc., a consulting firm that works with boards and
staff of nonprofits and foundations to develop planned giving programs
and endowments. Miree is a past president of the National Committee on
Planned Giving, is the current chair of the editorial advisory board of
The Journal of Gift Planning, has chaired and served on a number of
nonprofit boards, is a frequent national speaker, and is the author of
two books. Her clients include a variety of nonprofits and foundations
across the country.
Cost: Free to AFP Members ($10 for non)
For interested registrants outside of Austin, you may want to check
with your local AFP chapter or management assistance center. Program is
being coordinated through AFP website. Direct all questions to AFP.
Event Contact
Event Coordinator
Karen Garbaccio
Candyss Bryant
(512) 223-7111
(512) 223-7051
(512) 223-7208 FAX
(512) 223-7208 FAX
afp.austin@gmail.com
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Hosted by
Center for Community-Based and Nonprofit Organizations at
Austin Community College
Working effectively to bring people and assets togetherto achieve the common good.
The Center for Community-Based & Nonprofit Organizations at Austin Community College (ACC CCBNO) serves those engaged in the Nonprofit Sector by leveraging community assets and serving as a community partnership broadening the horizons and possibilities for those engaged in the Nonprofit Sector
Connecting the Nonprofit Sector
Providing Professional & Volunteer Development Learning Opportunities
Making available Resources, Information, & Referral
Offering Coaching, Consultation, Collaboration
Online Event Registration powered by Eventbrite
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