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)

NEXT SEMINAR:

April 17-18, 2008

TAMPA. FL
Girl Scout Conference Center

CLICK HERE
for
REGISTRATION FORM

Or Register Online
with a
Major Credit Card

$399 for the
first person from
your organization:
 
$349 for each
additional person from your organization
 
This is a practical nuts-and-bolts seminar that will help you achieve consistent success, whether you are a one-person shop or a large development office.  This not a theoretical presentation on planned giving.  You do not have to be an expert to solicit planned gifts. You will see results if you follow this system.  All attendees will receive a free Planned Giving Tool-Kit CD. 
 
Click here for a registration form   Price: $ 399 for the 2-day seminar; $349 for additional attendees from the same organization. Lunch is Included on both days.

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 The PG-COACH is a member/affiliate of these professional associations:

     

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