Autumn Series 2017 Part 3 – Back to Basics: Planned Gift Materials Every Shop Should Have
Presenter: Anne Rodenberg, MAL, Major & Planned Gifts Officer at Second Harvest Heartland
Original Presentation: December 2017
With the right tools you can feel confident promoting legacy giving as an attractive opportunity for your donors. Anne Rodenberg brings a world of experience in planned giving and communications and will help you better understand the top five things you’ll want at your fingertips when introducing planned giving to your donors.
They include:
- Planned gift intention form
- Bequest language
- General postcard and brochure
- Webpage
- Charitable planning survey
