Integrating Planned Giving into Your Development Plan

Most planned giving donors say “they were simply never asked” for a gift. Learn how your organization can avoid this common pitfall by developing a thriving and profitable planned giving marketing and solicitation plan.

Jeff Grandy, Vice President of Client Development with Catapult Fundraising, will explore current statistics and trends in planned giving and look at new ways to enhance your organization’s planned giving efforts.

From discovering techniques for identifying planned giving prospects, soliciting potential donors, and closing the gift, you'll learn how to make the ask using the mass communication instruments of mail, e-mail, and telephone solicitation.

Jeff Grandy currently leads the Catapult team across the Greater Gulf Coast partnering with organizations such as Texas A&M University–San Antonio, Annapolis Christian Academy, Nexus Health, Je’Sani Smith Foundation, and Ronald McDonald House Charities South Texas. He is currently an Instructor with the University of Nevada, Las Vegas Non-Profit Management and Fundraising Certificate programs teaching Donor Relations, Crafting Development Plans, and Introduction to Gift Planning. Jeff is also a Fundraising Operations Mentor for the Center of Philanthropy and Non-Profit Leadership at Rice University. He currently serves as President of the AFP Texas Coastal Bend Chapter.

Click here to register:  https://afpsa.memberclicks.net/june2023_program