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August 2022
I Don’t Know Anything about You…Introducing Gift Planning into Conversations with Many
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…
Find out more »September 2022
September 26th Luncheon
Topic: TBD Speaker Rhonda Brink, Attorney More information coming soon. RSVP for this luncheon
Find out more »November 2022
10 Principles for Gift Planning Program Success: Practical Application of CGP’s National Standards for Gift Planning Success
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…
Find out more »December 2022
December 5th Luncheon
Topic: Networking Speaker Patti DeNucci More information coming soon. RSVP for this luncheon
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