310: Planned Giving in a Down Economy

Recorded On: 07/14/2020


Planned gifts offer donors an opportunity to support institutions that they care about in ways that fit into their own financial plans. While promoting these opportunities during positive economic times is key, it’s also important to know how to foster planned gifts when economic outlooks aren’t as strong. Developing a skill set that works in good times and bad empowers development officers to build lasting relationships with donors while securing much needed support for their institutions.

Register now to learn how to successfully cultivate planned gifts in a down economy.

This webinar is eligible for 1.25 points of CFRE credit.


  • Perspectives for understanding various planned giving vehicles and how each can be useful based on financial circumstances
  • Guidelines for identifying planned giving prospects in a changing economic landscape
  • Tips for striking the right tone when promoting planned giving opportunities through broad-based communications and individual conversations
  • Methods for addressing donor and institutional needs in planned gift solicitations and agreements
  • Examples from other institutions, and more!

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Sierra Rosen

Executive Director of Planned Giving, Brown University

Sierra Rosen is the Executive Director of Planned Giving at Brown University, where she oversees the planned giving team for the institution. With over a decade of experience in planned giving, she previously ran programs at Harvard Business School, Northeastern University, and Wellesley College. In addition, she served as a Trial Attorney through the Committee for Public Counsel Services in Essex County, Massachusetts. Sierra has an MS in Taxation from Northeastern's D'Amore-McKim School of Business, a JD from Northeastern School of Law, and an undergraduate degree from Gordon College.


Cultivating Planned Gifts in a Down Economy
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