Association of Donor Relations Professionals
Prev MonthPrev Month Next MonthNext Month
March 16, 2021 Webinar: Planned Giving Stewardship at a Distance
Tuesday, March 16, 2021, 10:00 AM - 11:00 AM PST
Category: Webinars

ADRP March 16 Webinar: Planned Giving Stewardship at a Distance

Tuesday, March 16, 2021
10:00 AM – 11:00 AM (PT) / 1:00 PM – 2:00 PM (ET)

Register today

Members: FREE | Non-Members: $75
Can't attend? All registrants receive links to the webinar recording & slides via email after the presentation!
 

Full participation in the ADRP 20201 Webinar Series is equivalent to 12 points (one point per webinar) of Education credit for the CFRE International application for certification and/or re-certification.


About the Webinar

Planned Giving is a relationship business, but that doesn't stop when a donor commits to a bequest intention. With an average of twenty years between the time a donor makes a revocable bequest commitment and the time the gift matures, there is a lot of opportunity for a donor to fall OUT of love with your charity if the relationship isn't managed properly. At the same time, gift planners are under constant pressure to keep the budget under control and to dedicate what budget they have to acquiring new bequest intentions all with very little staff! How do you maintain a connection with your committed bequest donors when you don't have the budget to visit them or the time to call them regularly? This presentation will explain how to build a robust stewardship program that is low-cost, low-lift, and high-impact.

Learning Objectives:

  1. Identify the revenue opportunities presented by revocable planned gift commitments.
  2. Identify stewardship opportunities for committed planned gift donors relative to the donor.
  3. Create stewardship content for committed planned gift donors.

Target Audience

Suitable for all audiences

Shop Size

Small Shop (1-5 staff), Medium Shop (6-10 staff)

Expertise Level

Newcomer (0-3 years), Mid-career (4-8 years)

Speaker

Jennifer Winnett Denniston, Director of Planned Giving, Plan International USA

Jennifer Winnett Denniston is the Director of Planned Giving at Plan International USA. She is a graduate of Saint Mary's College and Indiana Wesleyan University, and received her law degree with a concentration in taxation from the Indiana University Maurer School of Law.


Please notify the ADRP office 24 hours in advance of the webinar if you have not yet received your registration link.
ADRP members can access past webinars at any time by visiting the webinars page of the ADRP website and selecting "Missed a Webinar?" at the top of the page.