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Equipping Your PG Toolbox

Tuesday, April 20, 2021
12:00 pm1:30 pm
Zoom Video Conference

Presenter: Kelli A Smith, Chief Development Officer, John Ball Zoo, Grand Rapids, MI

This session will provide useful insights to help gift officers confidently engage their donors in gift planning talks. 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

Sponsor:: Community Foundation for Southeast Michigan

Approved for 1.0 CFRE CE Credits