Utilizing Student Callers in Planned Giving 2012

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.