Join Paul Seifert for an informative, entertaining, and interactive discussion involving true case stories and lessons learned in major and planned giving programs. You’ll see examples of successful and not-so-successful cultivation, solicitation, and stewardship involving various types of donors, ethical issues, and other challenges during the course of prospect and donor engagement.
Learning Objectives:
Avoid ethical pitfalls in the solicitation and execution of major and planned gifts
Use a variety of true case studies to demonstrate best outcomes and not-so-good outcomes and the lessons each provides
Understand the complexities of dealing with people, their passions, and what is best for both the donor and your organization