Staff and board training
Is your team aligned?
Your staff & board talk about raising money. All the time. But is everyone on the same page? With so much potential for bequests, gifts of non-cash assets, DAFs, IRA QCDs & more, now is the time for a training session.
Why a STAFF TRAINING session?
The outside, expert VOICE
The outside, expert VOICE
The outside, expert VOICE
A guest expert brings new insights, real-world stories, clarity and credibility when it comes to planned giving, blended and complex gifts. A fresh perspective can re-energize your team, especially In today’s shifting fundraising landscape,
Position your PLAYERS
The outside, expert VOICE
The outside, expert VOICE
A planned giving/non-cash assets session is an opportunity to clearly state who-does-what. It's the perfect time to define roles, set expectations, and help each person understand how they fit into the overall development picture.
Learn as you're LEARNING
The outside, expert VOICE
Learn as you're LEARNING
When you bring in an outside expert for a session, your team will learn about each other while learning about planned giving. Through expert-led discussion, you'll uncover staff strengths, spot gaps, unearth new opportunities.
Put it on the TABLE
The outside, expert VOICE
Learn as you're LEARNING
We see this so many times - team members are waiting for the chance to air-out a challenging scenario. A training can encourage your team to discuss gift situations with transparency. Putting it out on the table builds trust and eases anxiety.
Why a BOARD TRAINING session?
Development UPDATE
Development UPDATE
Development UPDATE
A session is the perfect time to update staff on the current status of bequest intentions & other planned giving activities at your organization.
Board ALIGNMENT
Development UPDATE
Development UPDATE
An outside, expert voice can align your board with planned giving standards, expectations and the value of each member making their own legacy pledge.
Builds CONFIDENCE
Development UPDATE
Builds CONFIDENCE
Your board members will become more comfortable with the idea of planned giving asks -actually the simplest form of fundraising.
Assigning ACTION
Development UPDATE
Builds CONFIDENCE
Your board members say they want something "to do." What about a special, easy to accomplish planned giving project? We do that. It works.
