Session Description: Unleashing Planned Gift Stewardship

Today’s donors are focused on impact. They want to make a tangible difference. This is especially true with planned and principal gift donors. Stewarding these donors is about much more than a moment in time, it’s about building lifelong relationships.  So when a planned or principal gift is closed, the real work begins.  Unleash your creativity, time and resources, managers and colleagues to develop a multi-faceted plan for stewarding your donors like never before.

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