Webinar Series

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Integrating Planned Giving into Major and Annual Gift Programs

Available On Demand
Originally presented April 12, 2017


  • Angela E. White, CFRE, Senior Consultant and CEO, Johnson, Grossnickle and Associates
  • John T. Keith, J.D. Consultant, Johnson, Grossnickle and Associates
Several generational, demographic, and financial trends are converging on philanthropy, requiring us to respond with a donor-centered fundraising approach that integrates annual, major, and planned giving. Learn the fundamentals and best practices for incorporating planned gifts into your existing development plan, including an overview of recent trends in planned giving, the importance of establishing a planned gift strategy, clues to identify planned gift prospects within your existing donor pool, and tips for marketing planned gifts.


AHP Members: Free
Non-members: $99
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