Planned giving discussions include a series of keys that lead to an opportunity to work alongside your donor. They are a little art, a little science, and a lot of elasticity. Many fundraisers overlook the keys of entry in their discussions that initiate and access powerful positioning points and establish partnership and trust. This includes how to ask, what to ask for, and when to ask.

Knowledge is key. 

Together, we will walk you through your own estate planning. In doing so, you will see in practical terms, how this conversation works. An interactive session where participants work through their own plans and through this practical experience, understand how and where Planning Giving fits.