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April 12, 2017 | Integrating Planned Giving into Major and Annual Gift Programs

Several generational, demographic and financial trends are converging on philanthropy, requiring us to respond with a donor-centered fundraising approach that integrates annual, major and planned giving. Learn fundamentals and best practices for incorporating planned gifts into your existing development plan, including an overview of recent trends in planned giving, the importance of establishing a planned gift strategy, clues to identify planned gift prospects within your existing donor pool, and tips for marketing planned gifts.

Angela E. White, CFRE
Senior Consultant and CEO
Johnson, Grossnickle and Associates

John T. Keith, J.D.
Johnson, Grossnickle and Associates