GPTS

Planned gift donors welcome visiting and frequently present commitments that can be easily revalued for additional New Business. This session will help you move past pleasantries and toward your goals through a five-step structure you can call on across these conversations. After completing this course, you will be better able to:

• Update the value of booked planned gifts to help meet fundraising goals,
• Broach then address past inadequate stewardship, and
• Remedy internal problems associated with booked and "unbookable" tracked planned gifts