Cultivating Planned Gifts in a Down Economy

Includes a Live Event on 07/14/2020 at 1:00 PM (EDT)


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 for your entire team to learn how to successfully cultivate planned gifts in a down economy.


  • 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!


  • One log-in to the LIVE webinar; invite your entire team
  • Link to watch a recording of the webinar following the live event
  • Your questions answered by an expert
  • Copies of the presentation materials and resources
  • Eligible for 1.25 points of CFRE credit
  • AGN Members get FREE webinar registration. Click here to learn more.

Prefer to pay by check? Complete this form and we'll send you an invoice.

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
07/14/2020 at 1:00 PM (EDT)   |  75 minutes
07/14/2020 at 1:00 PM (EDT)   |  75 minutes Event audio is available via streaming (through your computer speakers) or you may listen over the phone by calling 929.205.6099 and entering meeting ID 945 9130 0046. If you have any issues with the audio through your computer, we strongly advise you dial in using the phone number. International numbers available: