Reports from the American Bar Association show that people are creating estate plans in record numbers this year – for obvious reasons
Now is the time to be talking about planned giving with all your donors. The key to success is to adjust your messaging to ensure that your organization is seen as a partner and not an opportunist.
In this session, you will learn sensitive ways to approach planned giving with your donors in marketing materials and in one-on-one conversations.
Kathy Swayze, CFRE
Creative Director & CEO
Kathy has worked in the direct marketing and fundraising fields for 30 years. She has had outstanding success in helping organizations improve their fundraising results by telling their unique stories. In the 20+ years since Impact was founded, she has had the honor of helping to advance the missions of more than 300 nonprofit organizations.
Meg Roberts, CFRE
Vice President, Gift Planning
Meg has more than 20 years of fundraising experience, including 18 years focusing on planned giving. Prior to joining Impact in 2015, Meg served as Director of Planned Giving at the George Washington University, as well as Director of Major and Planned Gifts at Capital Hospice. She has also worked with major gifts, annual giving, foundation and corporate grants, and sponsorships for a variety of chapter affiliates of national organizations.