Ten Best Practices That Will Energize and Transform Your Gift Planning Program

Ten Best Practices That Will Energize and Transform Your Gift Planning Program

Featuring: Kathryn W. Miree, J.D. (2021)
Run time: 60 minutes

Building a gift planning program that is effective can be a challenge even for those nonprofits that have had solid programs for many years.

In this one-hour webinar, Kathryn W. Miree, J.D., President, Kathryn Miree & Associates, Inc., examines ten key principles to success built on the National Standards for Gift Planning Success from the National Association of Charitable Gift Planners. Whether you are building a new program or growing an existing one, these principles will help you evaluate your program, focus on a strategy for your work, transform your culture and increase your success in building long-term gifts for your organization.

View this webinar to:

  • Learn about resources available to build a strong, effective gift planning program
  • Evaluate your gift planning program and create a strategy to strengthen effectiveness and outcomes
  • Understand the ten principles that drive success in gift planning programs

Complete the form to access the recording, handouts, a sample dashboard and case statements.

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This was one of the most succinct and productive webinars I have attended. It allowed me to identify gaps in our program and focus on what we need to be doing in the future.

Sabrina Slusser, Exective Director, Humane Society of Central Oregon