To succeed in today’s competitive fundraising environment, all fundraisers must be confident and intentional about offering gift planning solutions to your donors.
Most managers are too busy to train and coach their teams, and a lot of fundraisers are left to figure it out on their own as best they can.
The result is most gift officers wait for the donor to mention planned giving. The impact is your organization misses out on so many larger gifts.
Equip your gift officers to be confident and intentional about integrating planned giving into all their donor conversations with training customized to your fundraising culture, the skillsets of your fundraising team, and your budget.
All training programs begin with an assessment of the skillsets and experience level of your current team members to establish a baseline. Through a combination of group teaching, role-playing and individual coaching, we’ll work with your team to develop the confidence and the tools to have a planned giving conversation with anyone.