Embracing Your Legacy Pipeline

3310 Southwest Topeka Boulevard,Topeka KS 66611

02 November, 2022

Description

Wednesday, November 2, 9:00 am - 5:00 pm (Fundraisers, NPO Leaders) Go on a deep dive into how to implement a multi-step pipeline matrix to move and inspire donors to leave a legacy that will both excite and delight your donors. Basically, you will leave with a workbook and your own pipeline framework for your organization so you can implement it the next day. *Join us for a social with fellow participants at the Celtic Fox immediately following the program (price included with registration)* Thursday, November 3, 8:00 - 11:00 am (Fundraisers, Estate Planning, and Finance Professionals) Charities worry that a prospective donor’s advisor may shut the door on legacy gift conversations. Conversely, advisors are unsure how to embark on a legacy conversation with their clients. In reality, both have a common goal: help the donor realize their dreams by harnessing their motivations and aspirations for a better future. In this session, we’ll explore the science behind decision making and how advisors can easily and successfully nudge donors to include a gift in their will. We’ll also discuss how fundraisers and advisors can work together effectively to understand their respective professional concerns and their role in protecting their client’s/donor’s interests. Early Bird Registration Deadline is October 24th! Breakfast and lunch are included on both days.