The Social Work of Fundraising - Meaningful & Frank Conversations That Lead To Great Gifts

How do you prioritize your planned gift prospects and help them make gift plans that are best for them and for your institution? In this webinar, Sherrie Beal will draw from her 25 years in fundraising to share a combination of case studies and practical tips to help: 1) prioritize your planned giving prospects; 2) know how to get at your donor's motivations for giving; 3) avoid jumping to a gift vehicle without understanding the donor's circumstances; 4) ascertain capacity and competency and know how to turn down a gift; 5) change the paradigm of our work from "grim reaper" to "social worker” by helping your donors have a plan in place--for themselves and those they love.