Thank you for joining me for my presentation at the
Practical Planned Giving 2018 Conference

September 17, 2018

PowerPoint Presentations

Click below to download slides

Silver Linings: Finding New Philanthropic Opportunities in a World of Change

Keynote Presentation by Gail Perry MBA CFRE

A new era of philanthropy is here: the new tax law, “top heavy” philanthropy, shifts in donor attitudes. They all bring challenges – and opportunities for smart fundraisers. Major and planned gifts are more important – and more essential than ever. We’ll discuss strategies that will guide you and your team to new heights in today’s world of fundraising.

Discussing Planned Gifts with Donors: A Conversation Guide

presented by Gail Perry MBA CFRE

How do you have effective and meaningful conversations about gift planning with your prospects and donors? Veteran fundraiser Gail Perry shows you how to open the door for face-to-face donor conversations that really do yield results. You just need some simple strategies and conversation starters and you will be raising planned gifts in no time.

Gail shares a Conversation Guide that your donors will enjoy, because it’s all about them – while at the same time, leading to a robust discussion about bequests and legacies.

You’ll discover:

  • How to advance your relationship with your donors toward discussing their estate plans.
  • How any size shop can be successful in planned giving.
  • What every fundraiser really needs to know to be successful today – and what you don’t need to know.

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