About this Event
Major gift officers. Planned giving specialists. Financial planners and advisors. Legal counsel. We all have different roles in the planned giving landscape. But there are some communication strategies and tactics we can all use to our advantage when it comes to identifying, motivating and nurturing planned giving prospects and donors.
This session with the leadership team from M&C is filled with ideas for inspiring planned gifts among your annual donor file and client base…and discovering what is most meaningful to them about the decision to make planned giving arrangements in their final plans.
We’ll discuss:
• The use of stories to inspire and reinforce planned giving
• Interviewing planned giving donors
• Loyalty programs and the donor journey
• Capitalizing on donor and client preference
• The benefits of an integrated communications plan
Our Presenters:
Merritt Engel and Monica Tiffany are the co-owners of M&C, a Kansas City based marketing agency specializing in messaging and strategy for nonprofits. They share their vast experience in nonprofit marketing with both local and national audiences on a wide range of communications topics. In addition to being professionals in the field, both Merritt and Monica actively serve on nonprofit boards and support the Kansas City nonprofit community as volunteers, mentors and advocates.
Agenda:
7:45 – 7:55 AM Login, 7:55 – 8:00 AM Welcome and Introductions 8:00 AM – Program Begins
This will be a ZOOM presentation. Registration is required and those registering will be sent reminder e-mails with connection information 48 hours prior to the event and again 30 minutes prior to the start.
REGISTER TODAY
September 21, 2023 4:30 PM- 6:30 PM
Members Joint Social – Space is Limited
Information Here
October 13, 2023 – In Person Program
“The 1980’s Are Calling! It’s Time to be Gift Planners Again!” A Look at What’s “Trending” in Gift Planning Today
Presenter: Philip A. Watson, Gift Planning Coaching & Consulting, LLC
Register here
November 10, 2023 – Virtual Program
Death, Taxes and Family Fighting: A Guide to Effective Estate Planning
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Register Here