Richard L. Heinrich Planned Giving Meeting Overcome the Discomfort

When:  Aug 26, 2020 from 12:00 PM to 1:30 PM (PT)
Associated with  AFP CA, San Diego Chapter

2020 Richard L. Heinrich Planned Giving Meeting

Overcome the Discomfort: Talking to Donors about Planned Gifts
Presented by the San Diego Planned Giving Partnership and AFP San Diego
Wednesday, August 26, 2020
12:00 - 1:30 p.m
Members - $25
Non-Members - $40
Presenting Sponsor:

Similar to the in-person events you're accustomed to, these monthly chapter meetings will provide you with the in-depth tools and strategies to help you navigate your role as a fundraising professional and nonprofit leader. Each month, we'll bring in new speakers and experts in the field to focus on specific areas of fundraising. Same great content, now virtual!

Planned gifts are among the largest donations nonprofits receive and yet, many fundraisers feel uneasy talking about planned giving with donors. Join us for this special event with Amy Florian, a nationally renowned expert on grief and life transitions who trains finance and nonprofit professionals on how to strengthen relationships with clients and donors. 
Attendees will learn:
- How to navigate your discomfort and that of your donors
- How to establish empathetic bonds and build long term loyalty
- How to communicate the necessity of having end of life documents in place
- How to support donors who have recently lost loved ones

9_B Amy Florian 

Amy Florian, CEO of Corgenius, teaches professionals to build strong relationships with clients through all the losses and transitions of life. She is author of over 200 articles and two award-winning books, including “No Longer Awkward: Communicating with Clients through the Toughest Times of Life”. She is the recipient of numerous awards for her ground-breaking work, and has been quoted or featured throughout the financial trade press, including the Wall Street Journal, CNBC, Forbes, and many others. Amy holds a Master’s Degree and is a Fellow in Thanatology. She taught graduate programs for 10 years, has worked with over 2,000 grieving people, and consults with firms, corporations, and offices nationwide.

On a personal level, Amy is one of ten children and bakes amazing homemade cinnamon rolls and chocolate chip cookies!


Katie Gomez