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Association of Fundraising Professionals: Southern Arizona Chapter

How to Have Conversations With Donors About Planned Gifts


Kathryn W. Miree, J.D.

Presenter: Kathryn W. Miree, J.D.
Date: Wednesday, December 9, 2009 @ 11:00 AM

90 minutes

About the Event

Fundraisers and volunteers have a natural fear of the planned giving conversation, worried that it requires a discussion of technical issues — or worse, the donor’s death. This practical session will help you overcome those fears to have conversations that will increase your organization’s long-term (and even short-term) revenue. You will learn how to identify the top planned gift and endowment prospects, prepare for the conversation, set up the visit, use volunteers on the call, define the roles of each party on the call, and how to open, advance and finish the conversation.

Learning Objectives

Participants will learn:

  • Why it is so important to talk to donors about deferred and planned gifts
  • How to identify the best prospects for conversations
  • The role of staff and volunteers in making planned giving calls
  • What you must know before you call
  • How to set up the call
  • How to have the conversation: the opening, the exploration and the close
  • Involving the donor’s advisor

Target Audience

This session will be valuable for CEOs, volunteers, and all development staff at all levels of experience in both the United States and Canada.

About the Presenter

Kathryn W. Miree, J.D. is president of Kathryn W. Miree & Associates Inc., a consulting firm that works with boards and staff of nonprofits and foundations to develop planned giving programs and endowments. Miree is a past president of the National Committee on Planned Giving, is the current chair of the editorial advisory board of The Journal of Gift Planning, has chaired and served on a number of nonprofit boards, is a frequent national speaker, and is the author of two books. Her clients include a variety of nonprofits and foundations across the country.

Members - $10.60

Nonmembers - $15.80