Even the most socially adept among us need a little help to get the conversation started. That’s why we’ve developed these 15 donor conversation starters along with the “why” behind each one. Use them the next time you meet with a donor or prospect. They’ll help break the ice, establish trust, and get you started on the path to building a meaningful, mutually beneficial relationship.
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Gift Planning Downloads
Documents, brochure and postcard templates, marketing materials, solicitation letters, gift acceptance policies, videos.
Center for Major Gifts
Personal and professional development courses for MGOs. Includes community job board.
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The Planned Giving Authority
Signature Services
Training
Courses, lessons, webinars on personal and professional development, including CFRE-accredited Planned Giving Boot Camp.
Tools & Content
Templates, forms, gift plan spec sheets, back-office tools … All focus on planned, major and blended gifts.Planned Giving Wiki
Learn and prosper! Comprehensive information resource. - PRODUCTS AND SERVICES
Training
Personal and professional development, including CFRE-accredited Planned Giving Boot Camp and Initiating the Legacy Conversation (new!).
Tools & Content
Templates, forms, gift plan spec sheets, back-office tools … All focus on planned, major and blended gifts.(Feature Article: Anne McClintock Harvard University)
Learn and prosper! Comprehensive information resource.Top Categories
- BUNDLED SOLUTIONS
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