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A cold call can be intimidating, but picking up the phone with good preparation tools and pre-defined goals can lead to a rewarding exchange. With step-by-step tools to outline your script, identify key open-ended questions, and define your desired outcomes, a qualification call no longer has to come as a challenge. Instead, the call can be a unique touchpoint to inspire story-sharing and mission-centric connections to help build more meaningful relationships—and close more gifts.
Recent winner of the Association of Healthcare Professionals “40 Under 40” award, Kelsey Picken, PhD, CFRE, CSPG currently serves as Director, Legacy & Gift Planning, at Children’s Medical Center Foundation in Dallas, with prior experience in higher education, museums, and health care. Her award-winning dissertation examined the power of the multitude to better achieve the public good. Picken is also a certified Death Doula and is a newly, self-proclaimed ceramicist, actively striving to bring together the arts and humanities for a more equitable and caring world. Picken currently serves as a board member for the Lone Star and Dallas Councils of Charitable Gift Planners.