Incorporating Giving USA's New Findings into Your Planned Giving Work

What Does It All Mean? Incorporating Giving USA's New Findings Into Your Planned Giving Work

Featuring: Wm. David Smith, CAP® (2020)
Run time: 60 minutes

Go beyond the numbers! Explore Giving USA’s most recent study to achieve a better understanding of planned giving donor motivations.

In this one-hour webinar, Wm. David Smith, CAP ®, President and CEO, the Heaton Smith Group, teaches you how to use the data to shape your work with donors, which includes tips to strengthen relationships, motivations to document estate gifts and simple stewardship techniques.

View this webinar to:

  • Identify key “enablers” and “barriers” influencing planned giving donor motivation and gift documentation
  • Develop stronger relationships by engaging donors with the organization’s mission
  • Access the donor profile of those who fund charitable trusts—the largest planned gifts by type in the study
  • Design a simple stewardship plan which will further donor connections

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Thank you for offering these important insights. Helps me to feel very up-to-date on planned giving issues and topics.

Carol Borgmann, Director of Major and Planned Giving, Lakeside School