AFP San Diego
Audio Conference
Wednesday, December 9, 2009

How to Have Conversations With Donors About Planned Gifts
Kathryn W. Miree, J.D.

Fundraisers and volunteers have a natural fear of the planned giving conversation, worried that it requires a discussion of technical issues -- or worse, the donor's death. This practical session will help you overcome those fears to have conversations that will increase your organization's long-term (and even short-term) revenue. You will learn how to identify the top planned gift and endowment prospects, prepare for the conversation, set up the visit, use volunteers on the call, define the roles of each party on the call, and how to open, advance and finish the conversation

Learning Objectives:

Participants will learn:

Why it is so important to talk to donors about deferred and planned gifts

How to identify the best prospects for conversations

The role of staff and volunteers in making planned giving calls

What you must know before you call

How to set up the call

How to have the conversation: the opening, the exploration and the close

Involving the donor's advisor

Target Audience:

This session will be valuable for CEOs, volunteers, and all development staff at all levels of experience in both the United States and Canada.

About the Presenter:

Kathryn W. Miree, J.D. is president of Kathryn W. Miree & Associates Inc., a consulting firm that works with boards and staff of nonprofits and foundations to develop planned giving programs and endowments. Miree is a past president of the National Committee on Planned Giving, is the current chair of the editorial advisory board of The Journal of Gift Planning, has chaired and served on a number of nonprofit boards, is a frequent national speaker, and is the author of two books. Her clients include a variety of nonprofits and foundations across the country.

Post Audio Conference Discussion:

Program will be followed by a short discussion.

Audio Conference Details:
Date:	Wednesday, December 9, 2009
Time:	10:00 a.m. - Noon Please plan to arrive about 10 minutes early as the audio conference begins promptly. A short facilitated discussion will follow the program at 11:30 a.m..
Location:	American Cancer Society 2655 Camino del Rio North, Suite 100 San Diego, CA 92108 Map via maps.yahoo.com
Fees:	Members: No Fee Audio Conferences are a Member Benefit Please Login to Register and RSVP Non-members: $30 Please Login To Register and Pay by Credit Card
How to Register:	Click on the "Login" button located above. Login using your email address and password. Click on "Event Registration" Follow the prompts.
Non-members Without Accounts:	Non-members click here to create your account.

Event Registration Cancellation And Refund Policy:

Cancellations must be received in writing prior to Early Bird Deadline.
Refunds will be processed within 30 days after the meeting.
Refunds will not be granted after Early Bird Deadline.
Refunds will not be given for no-shows.
Those who RSVP, state they will pay onsite and then no show, will be billed at the rate when the individual first contacted the AFPSD office.

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AFP San Diego Audio Conference Wednesday, December 9, 2009

AFP San Diego
Audio Conference
Wednesday, December 9, 2009