How to Train Your DO: Deploy an Army of Skilled Gift Planners

No Image Description
Description
This fiscal year, more than 50% of the 50 front-line portfolio managers at the University of Colorado Boulder will close a planned gift proposal, working with just one gift planning officer. Their training was based on techniques distilled from interviews with major gift officers across the state. What really helped them apply gift planning terminology and techniques? In this session, you'll learn new ways to empower your own staff.
 
Author Name
Katherine Kotlarczyk
Source
National Conference on Philanthropic Planning
Publication Year
2016
Topic
Program Administration
Document Type
Conference Paper
User Target
Getting Oriented, Enhancing Program
Featured Content?
Yes
File
How to Train Your DO: Deploy an Army of Skilled Gift PlannersHow to Train Your DO: Deploy an Army of Skilled Gift Planners697 KB
Keywords
NCPP2016, Syllabus 4.04.02
National Standards for Gift Planning Success
NSGPS 13

Resource Comments

Log in to post a comment.