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August 2022

I Don’t Know Anything about You…Introducing Gift Planning into Conversations with Many

August 29 @ 12:00 pm
Pamela J Davidson

Description Most often charities, their staff and Board members have no idea how to introduce gift planning into a conversation with a prospect except the occasional suggestion of including the charity in a will. This session will address that need, using scripted sentences to introduce gift planning ideas and concepts to most individuals by talking in the universal language of assets and personal planning goals. We rarely know the specific asset holdings of our prospects and donors nor their capacity…

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September 2022

September 26th Luncheon

September 26 @ 12:00 pm

Topic: TBD Speaker Rhonda Brink, Attorney More information coming soon. RSVP for this luncheon

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November 2022

10 Principles for Gift Planning Program Success: Practical Application of CGP’s National Standards for Gift Planning Success

November 7 @ 12:00 pm
Nathan Stelter

Description The National Association of Charitable Gift Planners has recently adopted National Standards for Gift Planning Success (NSGPS). In this session, those principles will come to life as we example ten principles that will ensure gift planning success for all gift planning programs, whether large or small. Whether you are building basic gift planning program or growing an existing program, these principles will allow you to energize your program, focus on a strategy for your work, and engage meaningful long-term…

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December 2022

December 5th Luncheon

December 5 @ 12:00 pm

Topic: Networking Speaker Patti DeNucci More information coming soon. RSVP for this luncheon

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