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.
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Complete the form to access the recording and handouts.
Thank you for offering these important insights. Helps me to feel very up-to-date on planned giving issues and topics.