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PG Calc Webinar Series

Thursday, January 7, 2021 PG Calc Webinar Series: The Social Work of Fundraising – Meaningful & Frank Conversations That Lead to Great Gifts
Webinar & Discussion: 2:30 PM - 4:00 PM

Presenter: Sherrie Beal Gift Planning Officer/Regional Gift Strategist, The Nature Conservancy

Sponsored By:
Rancho Santa Fe Foundation
Location: Webinars offered via Zoom

Link will be provided upon registration

San Diego Planned Giving Partnership is proud to host a valuable resource for our community: PG Calc Webinars. We are excited to partner with our sponsor for this webinar series, the Rancho Santa Fe Foundation, to bring you this valuable educational opportunity.

Please join us for our next webinar in our series and a discussion afterwards on The Social Work of Fundraising – Meaningful & Frank Conversations That Lead to Great Gifts.

How do you prioritize your planned gift prospects and help them make gift plans that are best for them and for your institution? In this webinar, Sherrie Beal will draw from her 25 years in fundraising to share a combination of case studies and practical tips to help:

  1. prioritize your planned giving prospects;
  2. know how to get at your donor's motivations for giving;
  3. avoid jumping to a gift vehicle without understanding the donor's circumstances;
  4. ascertain capacity and competency and know how to turn down a gift;
  5. change the paradigm of our work from "grim reaper" to "social worker” by helping your donors have a plan in place--for themselves and those they love.

* This is a Taped Showing of the pre-recorded PG Calc webinar that was originally presented by PG Calc in October 2020.

$10 for SDPGP Members-with advance reservation
$15 for non-members--with advance reservation

Advance Registration Now Open!

For more information about the event please contact us.

We hope you can join us!

The San Diego Planned Giving Partnership