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.
- Planned gift intention form
- Bequest language
- General postcard and brochure
- Charitable planning survey