Formerly known as Planned Giving Round Table of Arizona
"Structuring Gift Planning Stewardship Conversations"
Facilitated by Jason Shuba
This session will help participants move past pleasantries and organize their planned gift stewardship conversations with a five-step structure that’s deployable across meetings. Sample language will be offered for each step of the structure, with an emphasis on enabling participants to follow up appropriately to a number of donor responses. After completing the session, participants will be better able to update the value of revocable deferred gift commitments, address inadequate past stewardship activity, and remedy internal problems related to a recorded planned gift commitment.
Arizona Charitbale Gift Planners