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Planned Giving
Boot Camp
Join us
for our two-day PLANNED GIVING BOOT CAMP training program. Master the
essential
marketing, cultivation and soliciting skills. Learn our
Planned Gift
Development System and take
your performance to the next level. All
classes are taught by John Elbare, the PG-Coach.
Here's our schedule:
DAY
ONE: Marketing and Working with Donors
*Developing Your Planned Gift Marketing Plan
*Using Marketing Materials Effectively
*Using Donor Seminars Effectively
*Identifying Your Best Prospects
*Getting Appointments with your Prospects
*Asking for the Right Gift at the Right Time
DAY TWO: Understanding and Explaining Planned Gifts
*Wills, IRAs and other revocable gifts
*Stocks, Bonds & Mutual Funds
*Real Estate
*Life Insurance
*Collectibles
*Gift Annuities
*Charitable Remainder Trusts
*Other types of planned gift arrangements
*Working with Professional Advisors *Explaining Planned Gifts in Plain English *And Much More...
QUESTIONS? Call us at 800-732-3710 (toll-free)
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