Planned Giving in a Down Market: What to do!

We all see it every day…the “Dow Jones” is down another 2%. And over the past 6 months, down some 6,000 points or 15%+. In a nonprofit world where planned giving is more important than ever, how should we handle this scenario? What should we say? What should we do? This educational session is all about tactical messaging and knowing the right planned giving vehicles that can leverage the moment to your advantage. There are answers…tune in to hear some of them.

Additional Resources

This post will teach you all about donor prospect profiles.

Creating Perfect Donor Prospect Profiles: A Guide & Template

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One Family Foundation Can Teach Nonprofits About Bringing New Generations into the Giving Fold

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Why Donor Data Reviews Needn’t Lead to “Paralysis by Analysis”

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