Introducing Blended Gifts Into Donor Conversations

Last updated August 12, 2020

Course Length

54m

Last Updated

August 12, 2020

Stacking blocks

Introducing Blended Gifts Into Donor Conversations

Last updated August 12, 2020

Table of Contents

Introduction
4:45 Closed lock icon
Understanding the Opportunities in Donor Conversations During Uncertain Times
7:07 Closed lock icon
Identifying When (and Why!) a Blended Ask is the Best Path Forward
22:49 Closed lock icon
Your Role as it Relates to Offering Possible Solutions & Your Attitude Toward the Conversation
2:42 Closed lock icon
Putting it into Action: Examples of Blended Gift Donors
12:54 Closed lock icon
Troubleshooting Challenging Situations
4:35 Closed lock icon

Learn how major gift officers can use blended gifts to bolster fundraising success and donor impact in an economic downturn.

Overview

Are donors and prospects in your portfolio stalled because of downturns in stocks or other liquid assets? Have you considered incorporating blended or planned giving into your donor conversations?

Join us online to learn how you can introduce planned giving options into more donor conversations, which can help you re-engage donors in difficult economic times. We will share proven strategies for cultivating blended gifts and educating prospects on how these gifts can help them create their legacies. You will leave with tactics for making a multi-gift ask that you can apply to common donor situations.

Who should attend?

This webcast is designed primarily for major gift officers who need more giving options to share in uncertain times. Planned giving officers looking to establish a blended gifts culture will also benefit.

Agenda

  • Understanding the opportunities in donor conversations during uncertain times
  • Identifying when a blended ask is the best path
  • Sharing possible solutions and generating productive conversations
  • Bringing up a planned gift and making a multi-gift ask

A Member-Exclusive Perk

In addition to receiving this webcast for free, Academic Impressions members will get exclusive access to on-demand resources that will help educate and empower major gift officers to recognize planned giving opportunities and broach the subject with their donors.

Tagged In

Donor Relations Major & Planned Giving

$450

 

Get this + 100s more FREE

Become a Member

Already a Member?

Questions about this course?
portrait of Marianne Blackwell

Marianne Blackwell

Senior Director, Office of Gift Planning and Leadership Giving, University of Colorado Colorado Springs

Read Bio