Discovery: How to Learn About Your Donor's Assets

Discovery: How to Learn About Your Donors' Assets

Featuring: Cathy R. Sheffield, CAP®, CSPG, CFRE, FCEP (2019)
Run time: 60 minutes

Let me ask you...

What do you own? Is it valuable—and how do you know? Has the value appreciated? Do your children want it? Do you owe anything on it? Are you thinking about selling it?

It would be great if you could just straight up ask these types of questions to help identify assets that might be ripe for charitable giving. But because you can’t be so blunt, in this one-hour webinar, Cathy R. Sheffield gives you the tools necessary to ease into conversations that yield the information you need to develop gift options.

View this webinar to:

  • Explore the soft skills needed to truly get to know a donor
  • Review how to approach the discovery process
  • Cultivate a set of questions to really learn about the donor and their assets
  • Secure opportunities to continue the conversation

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That was one of the best presentations and presenters! So many how to's and take aways. I hope Cathy will present again!

Mary Beth Papallo, Associate Director of Leadership Giving, Central Connecticut State University