The 4 Planned Giving Mistakes Charities Make - and What To Do Instead.
DATE: Wednesday July 22
TIME: 10am Pacific/ 1pm Eastern
PRICE: Free!
You're great at fundraising. So why does Planned Giving still make you feel overwhelmed?
Sure, you’ve tried a few tactics - a webpage, an email. You might have copied what you’ve seen another charity do, or hired an agency for a “campaign”.
But after everything, it still feels like you haven’t made real progress - there’s no traction nor growth. It feels unpredictable - which makes you nervous.
At the same time, the numbers of donors giving to charity each year is declining, and the pressure is rising.
Every nonprofit publication talks about the Great Wealth Transfer - but you’re not even sure if that applies to your organization.
There’s good news - it does apply.
It doesn’t matter your nonprofit’s size, service area, or location, you can take part in the Great Wealth Transfer.
One average bequest is $50,000, and if you’re fundraising from individual donors, a Planned Giving program will get you these gifts!
Most charities stall - or even stop - their Planned Giving programs because they are making common mistakes.
In fact, there are four common mistakes, and they’re all solvable.
In this free webinar, I’ll guide you through each one with examples. You’ll leave with a roadmap to identify your mistakes, solve them, and grow your Planned Giving program!
Show up live and walk away with more.
This will be an interactive presentation with a Q & A after - I want to hear from you, and troubleshoot your Planned Giving! You’ll get the most out of this session by being there live.
Click here to register today and show up live on July 22 at 10am Pacific/ 1pm Eastern
I look forward to seeing you there!
Tess Conrad, CFRE is a fundraiser with over 10 years of experience. She’s the founder of Full Potential Fundraising and holds a Certificate in Fundraising Management from BCIT, and a BFA in Theatre Performance from SFU.
She’s a high-achiever with a passion for Planned Giving - the type of fundraising she believes drives the most meaningful relationships between nonprofits and their supporters. Her Planned Giving fundraising has brought in $300,000 to $2 million in future revenue for new and existing Planned Giving programs at mid-sized organizations.
She’s also proud to be Paul Nazareth’s successor in Planned Giving education.
About Your Presenter
FAQ
-
Yes - but show up live for the best experience. I’ll offer a Q&A where we can troubleshoot your Planned Giving questions and problems live!
-
Any charity that already fundraises from individual donors, and who wants to grow - or launch - a Planned Giving program.
-
I use Zoom! You can join via the Zoom app, or through your browser. No camera or microphone required.
Your Nonprofit's Cut of the Great Wealth Transfer is waiting.
The Planned Giving overwhelm can be left behind. The guesswork can stop. After this webinar, you’ll have a roadmap of what’s stopping your Planned Giving program from growing - and how to fix it.
Let's do this!