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

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.

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit