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Hosted by Charitable Gift Planners of Connecticut

Webinar - Rome Wasn’t Built in a Day: Laying a Strong Foundation for Your Growing Legacy Giving Program

In response to the current situation with coronvirus, PGGCT will continue to provide our members with quality educational offerings as online webinars. Once you are registered, you will receive a direct an email from gotowebinar with call in and log in information. As we get closer to the event, we will also send you tips and instructions about the webinar rules. Stay home, stay safe.   

 
1 CFRE CE is approved.  

Thursday, May 13, 2021
1:00 PM - 2:00 PM Eastern Time

Location

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Guest Fee

Agenda

 


Tracy Malloy-Curtis
Legacy Giving Director
Mal Warwick Donordigital

Sabrina Naylor
Senior Account Executive
Mal Warwick Donordigital

May 13 2021 1:00PM


Rome Wasn’t Built in a Day: Laying a Strong Foundation for Your Growing Legacy Giving Program


In recent years, we’ve learned that strategic, evidence-based multichannel marketing is the engine of a growing planned giving program. With broad utilization of legacy donor surveys and other lead generation campaigns, many organizations are seeing a flood of new leads, often at an earlier stage of their planning process, but the organization may be ill-equipped to manage them appropriately. Many of these leads are in an exploratory stage of their planning or may be at the very beginning of the planning journey. Others may be actively considering a gift. Some need personal engagement with a specialist; others want to access information on their own.

Growing a planned giving program requires an understanding of the skills and competencies necessary, and staffing accordingly. In this session, you will:
• Gain the knowledge to develop an effective staffing structure.
• Understand how marketing and front line fundraising staff need to complement each other and work together.
• Advocate for the resources you need to grow.



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFRE
May 13, 2021 Rome Wasn’t Built in a Day: Laying a Strong Foundation for Your Growing Legacy Giving Program Tracy Malloy-Curtis Sabrina Naylor 1:00 P info



Registration Fee
Member
No Charge
 
Non-Member
$25.00