May 2017 AFR: 2.4%
Blended Gifts Seminar

Blended Gifts Overview (14 min)

Blended Gifts Seminar

Successful charities are achieving their fundraising campaign goals through blended gifts. If you are a major gifts or planned gifts officer, this session is for you. Learn how to capture a combination of planned and current gifts for your organization using proven multichannel marketing strategies, powerful analytics to find your best donor prospects and personalized blended gift donor proposals.

This seminar is intended to equip you to offer the most common blended gift strategies to your donors. Learn hands-on how to create persuasive proposals for all gift combinations along with personalized marketing materials. Walk away with everything you need to get started offering and closing blended gifts in or outside of your next fundraising campaign.

Course Outline

  • Blended Gifts and BoomerTrillion
  • Blended Gifts Strategies and Exercises
    • Gift and Bequest
    • Endowed Gift and Bequest
    • Gift and Gift Annuity
    • Gift and Unitrust
    • Gift and Deferred Annuity
    • IRA Rollover and Bequest
    • IRA Rollover and Testamentary Unitrust
    • Gift Annuity and Bequest
    • Lead Trust and Bequest
    • Annuity Contract Gift and Bequest
    • Unitrust Income Interest Gift and Bequest
    • Gift and Testamentary Lead Trust
  • CresPrint for Blended Gifts
  • Web, Email and Social Media Marketing for Blended Gifts
  • Analytics to Find Your Best Blended Gifts Prospects
  • Marketing Success

Schedule

LOCATION Date(s) PRICE  
Blended Gifts
Cincinnati, OH
5/01/2017 - 5/01/2017 $250.00
Add to Cart
Blended Gifts
Detroit, MI
5/02/2017 - 5/02/2017 $250.00
Add to Cart
Blended Gifts
Pittsburgh, PA
5/03/2017 - 5/03/2017 $250.00
Add to Cart
Blended Gifts
Costa Mesa, CA
5/31/2017 - 5/31/2017 $250.00
Add to Cart
Blended Gifts
Washington, DC
6/28/2017 - 6/28/2017 $250.00
Add to Cart
Blended Gifts
Chicago, IL
7/12/2017 - 7/12/2017 $250.00
Add to Cart
Blended Gifts
Honolulu, HI
8/04/2017 - 8/04/2017 $250.00
Add to Cart
Blended Gifts
San Diego, CA
9/27/2017 - 9/27/2017 $250.00
Add to Cart
Blended Gifts
Minneapolis, MN
10/16/2017 - 10/16/2017 $250.00
Add to Cart
Blended Gifts
St. Louis, MO
10/17/2017 - 10/17/2017 $250.00
Add to Cart
Blended Gifts
Denver, CO
10/18/2017 - 10/18/2017 $250.00
Add to Cart
Blended Gifts
Kansas City, MO
11/06/2017 - 11/06/2017 $250.00
Add to Cart
Blended Gifts
Salt Lake City, UT
11/07/2017 - 11/07/2017 $250.00
Add to Cart
Blended Gifts
Phoenix, AZ
11/08/2017 - 11/08/2017 $250.00
Add to Cart

Blended Gifts Overview (14 min)

scriptsknown

Would you like to learn more about our services?
Please contact us for a free demonstration