Learn new strategies and techniques to better engage and steward all segments of your planned giving donors. These two forty-five minute sessions will cover both events and impact reporting. Part 1: Stewardship Events and Donor Engagement
Events are critical to your planned giving donor relations strategy. During this session, you will walk through new ideas for the more traditional planned giving events as well as non-traditional touchpoints that target younger planned giving donors.
Part 2: Strategic Communications and Impact Reporting
Impact reports and strategic communications are important methods for stewarding your planned giving donors. During this session, you will learn the specific messaging for legacy societies, scholarship reporting, and realized bequests that your planned giving donors and their families need to see. We will also explore other creative communication methods that your shop can use to steward your donors.
Who should attend?
Planned giving, donor relations, and stewardship professionals will learn a comprehensive, cost-effective approach to stewarding donors of varying demographics.
Agenda
Part 1: Stewardship Events and Donor Engagement
Stewardship Events for Planned Giving Donors
Traditional donors and the annual luncheon
On- and Off-Campus Engagement for Non-Traditional Donors
Non-retiree donors
Revocable bequests donors
50th reunion alumni
Part 2: Strategic Communications and Impact Reporting
