Event: Marketing Testamentary Transfers
The San Diego Planned Giving Partnership is pleased to present:
PG Calc Pre-Recorded Webinar:
Marketing Testamentary Transfers
This is a pre-recorded webinar from PG Calc that was originally presented on July 28, 2022.
Many of your institution’s loyal supporters truly have it in their heart to help your cause through a planned gift. Our job as marketers is to encourage them to take the next step: to go from just thinking about it to inquiring for more information, or to go from having done it to sharing the details with you. In this webinar, two experienced gift planners, Sam Samuels of Smith College and Carmen Tordiglione of Tufts University, will discuss the tools at your disposal to get as many of your prospects as possible to take the next step. From direct mail to webinars, Sam and Carmen will discuss 10 techniques they have used – some tried and true, some new – to encourage support of their respective institutions through a gift made by bequest or other estate gift. Newcomers to gift planning will come away with a grounding in the basics of marketing, while veterans will pick up some innovative pointers that work.
Each PG Calc Webinar is approved for 1.5 hours of CFRE Continuing Education points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification. In order to claim these credits after viewing a webinar, you can request a form by emailing register@sdpgp.org or you can download it from the SDPGP.org website and use it to track your credits.
This series of webinar presentations is generously sponsored by This series of webinars is generously sponsored by San Diego Foundation..
Sponsored By:
For more information about the event please contact us. We hope you can join us! The San Diego Planned Giving Partnership