Winning Hearts and Minds INSIDE Your Organization: Becoming Your Best Planned Giving Program Advocate
Planned giving professionals tell us that one of the hardest things about their work is winning more resources and support internally for their program. Using a combination of stories and statistics, we will share successful solutions that will assist in the formulation of an effective internal communication strategy to secure greater resources in support of planned giving programs. Additionally, attendees will develop a toolbox of talking points and compelling messages to win the hearts and minds of bosses, boards, and other key stakeholders and turn them into planned giving champions.

Learning Objectives
  • Articulate the statistical importance of planned giving in a fully comprehensive fundraising program.
  • Formulate an effective internal communication strategy to secure greater resources and internal support for their planned giving programs.
  • Develop a toolbox of talking points to win the hearts and minds of the boss and board to recruit planned giving champions.
Author Name
Cathy Sheffield
Author 2
Patrick Schmitt
Source
CGP Conference
Publication Year
2018
Topic
Program Administration
Document Type
Model
Career phase
Getting Oriented, Honing Skills, Expanding Expertise, Enhancing Program
Featured Content?
Yes
File
Winning Hearts and Minds INSIDE Your Organization: Becoming Your Best Planned Giving Program AdvocateWinning Hearts and Minds INSIDE Your Organization: Becoming Your Best Planned Giving Program Advocate29898 KB
Keywords
Syllabus 4.0; CGP2018
National Standards for Gift Planning Success
NSGPS 2
Category Resources

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