This seminar provides an introduction to encouraging planned gifts in today’s environment. It is designed for those assuming responsibility for planned giving efforts, as well as those with multiple duties who are looking for the best ways to spend limited time and resources.

Beginning with an examination of the lifecycle of typical donors and personal priorities at different stages in life, this presentation emphasizes how effective gift planning can help donors make larger gifts today, as well as plan for future gifts through bequests, trusts, gift annuities and other popular gift planning techniques.

Nearly 25 percent of the U.S. population will pass the age of 65 in coming years. Learn the special considerations involved in working effectively with these persons who already, or may soon, make up a large portion of your donor base.

Learn ways to communicate the benefits of planned gifts through broad-based communication efforts, in addition to the use of individualized correspondence, telephone calls and personal visits. Ways to manage and steward ongoing relationships with planned gift donors and prospective donors will also be featured.