Integrating Gift Planning With Major Gifts

Integrating Major Gifts and Gift Planning

Featuring: Pamela Jones Davidson, J.D. (2022)
Run time: 60 minutes

Gift planning has become part of major gift fundraising at many large nonprofits. But do major gift officers (MGOs) know how to pivot the conversation to gift planning when a donor says “no” to a cash gift?

In this one-hour webinar, Pamela Jones Davidson, J.D., Davidson Gift Design, marries common donor objections with concrete suggestions that MGOs can provide to get donors thinking about a planned gift. Those gift plans may include using appreciated stock, real estate, outright gifts like the IRA charitable rollover, a percentage designation on a retirement plan, or even a charitable trust to provide for a spouse or children.

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Marion Yongue, CAPĀ®, Associate Vice President of Development, University of South Florida Foundation