PPGC Lunch and Learn Webinar

Title: P.I.V.O.T. to Turn Planned Gift Inquiries into Planned Gifts

Presenters: Karen L. Piel and Delinda Rood

Webinar Description: Some of the best days for a gift planner are those when you receive a phone call or email “out of the blue.” A visitor to your website completes a request for a gift annuity illustration. A long-time annual donor calls to ask for your stock transfer instructions. An advisor sends an inquiry about your policy on accepting real estate gifts. You respond to the query, then wait for a response (or a gift) and are met with silence. The promising lead became a dead end, and you have no idea why. What could you have done differently? In this session we will learn a five-step response to emails, calls, and website inquiries that turns them into planned gifts.

Note: This session was pre-recorded on 5/21/2024.