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Gift Planning Conversations
(Planned Giving Mini-Course Session 3)

Available On Demand
Originally presented March 10, 2021

Gift officers have diverse audiences to communicate about gift planning, which include donors, prospects, colleagues, professional advisors, and hospital leadership.  But, how does one have a planned giving conversation that is donor centric and reflects the compelling needs of a hospital?  

This session will focus on the language of philanthropy and best practices to begin a planned giving conversation. In addition, how to build a donor’s fact pattern will be discussed.  What is their story? What matters most to them? What is their connection to your hospital? Who are the people in their lives? What current situation(s) may influence their planned gift decision? What are their dreams?  

Whether new to gift planning or learning how to deepen relationships with major gift donors through planned giving, this session will focus on how to discuss planned gift opportunities with donors.
This is the third in a series of three webinars that make up a new planned giving course presented by AHP and the Heaton Smith Group. Register for this webinar below or the full series here. Each session qualifies for 1.0 CFRE points.


  • Donna Bandelloni, Senior Consulting Associate, Heaton Smith Group


Single Session
AHP Members: $49
Non-members: $99

Register Here

Register for all three sessions and save! The full series is just $99 for AHP members and $199 for non-members when you register through this page