CANCELED: Equipping Your Planned Giving Toolbox with the Right Tools

April 30, 2020 @ 8:00 am – 9:30 am
L.V. Eberhard Center
301 Fulton West
Grand Rapids
MI 49504
Jeanna Post

Unfortunately, our April 30 program Equipping Your Planned Giving Toolbox with the Right Tools is canceled due to current circumstances. If you are registered for this program and would like a refund, please contact Jeanna Post at If you would consider donating your registration to WMPGG, this will be used to offer programs that elevate the planned giving profession in our community.

Equipping Your Planned Giving Toolbox with the Right Tools

presented by

Kelli Smith, CFRE
Director of Philanthropy
Saint Mary’s Foundation, Mercy Health Saint Mary’s
NACGP Board of Directors

Have you ever found planned giving language difficult to interpret and even more difficult to explain to your donors? Have you ever gotten that glazed over look from the person on the receiving end of your seemingly endless monologue about gift vehicles? Fear not! Many gift officers wear multiple hats and are not, or feel they are not, fully equipped or prepared to have comprehensive planned giving conversations. What every gift officer needs to prepare for successful communication is the appropriate tools. We will discuss what that toolbox might look like and how to hone your skills to select the right tool for the right donor.

Session objectives:

  • Discover the tools you need to have meaningful conversations with your donors
  • Lost in translation – demystify your internal jargon; make it plain!
  • Learn…know your audience and master your messaging
  • Professional development and ongoing education – why it matters and how to get it
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