Event Type 2 Planned Giving
march
09mar2:00 pm3:00 pmZoom in on Planned Giving: Starting the Conversation
Event Details
This session introduces strategies to identify planned giving prospects and how to prepare for your conversation. Who should attend: Anyone associated with your organization, staff,
Event Details
This session introduces strategies to identify planned giving prospects and how to prepare for your conversation.
Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish to know more about how to have meaningful conversations that seek to meet your donors’ needs.
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Time
(Tuesday) 2:00 pm - 3:00 pm
april
13apr2:00 pm3:00 pmZoom in on Planned Giving: Making Your Case
Event Details
This session will discuss ways to package and present opportunities for a forever gift to your longtime donors. Who should attend: Anyone associated with your
Event Details
This session will discuss ways to package and present opportunities for a forever gift to your longtime donors.
Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish to know more about how to identify evocative giving opportunities that paint a picture of philanthropy and feature your donor at the center.
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Time
(Tuesday) 2:00 pm - 3:00 pm
may
11may2:00 pm3:00 pmZoom in on Planned Giving: Your Back Office
Event Details
This session will lay out the capabilities OCCF offers to become your planned giving back office and how you can leverage this in cultivating gifts.
Event Details
This session will lay out the capabilities OCCF offers to become your planned giving back office and how you can leverage this in cultivating gifts.
Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish to know more about how the Community Foundation can support your planned giving efforts and how to present opportunities to your donor base.
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Time
(Tuesday) 2:00 pm - 3:00 pm
june
08jun2:00 pm3:30 pmZoom in on Planned Giving: Talk the Talk
Event Details
All about marketing donor-centered gifts across your many communications channels and through personal conversations, including leveraging your access to OCCF’s legacy giving site and other online tools.
Event Details
All about marketing donor-centered gifts across your many communications channels and through personal conversations, including leveraging your access to OCCF’s legacy giving site and other online tools.
Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish to know more about how to market your planned giving program across your many communications channels.
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Time
(Tuesday) 2:00 pm - 3:30 pm