Whether you are just starting a planned giving program or embarking upon a capital campaign, you will benefit from an instructor with a seasoned background in development. What is the best technique to use when setting appointments with prospects? How do I determine if I am actually making progress? These questions will be answered and more.
Among the things you will learn:
•How to end procrastination and call reluctance
•How to prospect and obtain favorable interviews
•Exactly what to say on the phone
•Ways to close the gift and follow-up
•What you need/don't need to know about taxes, investments, and planned gifts
•The best way to plan your time and measure your success By the end of the day, you will feel more comfortable with your role in securing major gifts. You will have learned all of the basics and more about Asking for Major and Planned Gifts. If you have never taken a class like this before, now is the time to consider doing so.