Those working in small development shops are often intimidated by the technical language of planned giving and find themselves weighted down by the demands of meeting short-term financial goals that do not include planned gifts.

The goal of this consultation is to help development professionals undergo what is often a paradigm shift in their approach to planned giving.

The 1-2 day consultation will explore ways to move beyond the technical language of planned giving and focus on nurturing and building a planned gift program grounded in relationship building rather than technical knowledge, newsletters, and planned gift brochures.