Cultivating Planned Gifts in a Down Economy

Recorded On: 07/14/2020

OVERVIEW

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.

This webinar is eligible for 1.25 points of CFRE credit.

WHAT YOU'LL DISCOVER

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

With over 20 years of experience in educational fundraising, Sierra has led programs at Brown University, Harvard Business School, Northeastern University, and Wellesley College. Her other experience includes work as a Trial Attorney for the Committee for Public Counsel Services. Sierra has an undergraduate degree from Gordon College, an M.S. in Taxation from Northeastern's D'Amore-McKim School of Business, and a J.D. from Northeastern School of Law.