Planned Giving in a Down Market: What to do!

We all see it every day…the “Dow Jones” is down another 2%. And over the past 6 months, down some 6,000 points or 15%+. In a nonprofit world where planned giving is more important than ever, how should we handle this scenario? What should we say? What should we do? This educational session is all about tactical messaging and knowing the right planned giving vehicles that can leverage the moment to your advantage. There are answers…tune in to hear some of them.

Additional Resources

House Calls: A Conversation with Osei Boateng, a 2023 Top Ten CNN Hero

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Building a Fundraising Board

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It’s More Vital than Ever that Your Donor Data Change with the Times

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