Cultivating planned gifts is an art. Successful fundraising is a disciplined process. When to “disqualify” a prospective donor is a dilemma because our inclination is to pursue additional cultivation steps that might convert the prospect into a donor. Craig Wruck will share what he’s learned in over 40 years as a gift planner and fundraising executive as he explores ways to improve productivity by ruthlessly disqualifying those who are unlikely to become donors and graciously but efficiently setting them aside in order to preserve precious time and effort for well qualified planned giving prospects.
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Free WebinarsPG Calc has offered free webinars in response to certain changes in tax law. For those who did not have the opportunity to attend, you can view a free recording. These recordings are made available by PG Calc as a service to the planned giving community. What You Need to Know About the New Legacy IRA Act (delivered 1/12/2023) Implications of the New IRS Mortality Table and New ACGA Rates (delivered 6/22/2022) The SECURE Act and Gift Planning (delivered 2/11/2020) The Pandemic, the CARES Act, and Gift Planning (delivered 4/7/2020) |
Upcoming Webinars
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