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Utilizing Student Callers in Planned Giving 2012
04 Dec 2012
Webinar
Home
Utilizing Student Callers in Planned Giving 2012
Description
Topics
Annual fund participation rates
Student and alumni base
Rationale, mission, and achievements
Program rationale and mission
Awareness
Objectives and ultimate goals
Student roles and responsibilities
Identification
Enticing strong applicants
Achievements
Initial and ongoing training
The selection process
Contact reporting
Scripting
Determining your contacts
Compensation
From legacy society members
Sample introductory letters
Managing the handoff between student and staff
From planned giving director
Time frames
Follow-up planned gift office materials
Scaling considerations for smaller institutions
Measuring the results of your work
Who should Attend
Planned gift managers.
Past Events
Utilizing Student Callers in Planned Giving 2012 - 04 Dec 2012, Webinar
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