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Tuesday, September 15 • 10:15am - 11:15am
How to Move Many of Your Donors to Leave You a Bequest

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Rich Fox will show you step by step how to ensure your organization’s future by moving many of your donors to leave you a bequest.

Using his unique approach, he will outline what you will need to start a planned giving marketing program, how to target receptive donors, how to effectively communicate with them by mail and phone, and how to build a stronger relationship with them in order to maximize the size of the bequest that they will leave to you. 

In this fast paced, fully interactive session, participants will see case studies showing how hugely successful this approach has been for other organizations (including Catholic), and learn how to have the same success themselves.   If you are considering planned giving marketing, you won’t want to miss this special session.

Objectives:

1. To learn who to target for bequests

2. To learn how to effectively use direct mail and telephone to move many of your donors to leave you a bequest

3.  To learn how to build relationships with your donors to maximize the size of the bequest they leave you

                                                                                                                      


      

Moderators
avatar for Anne Delaney

Anne Delaney

Director of Development, Institute of the Blessed Virgin Mary
Having lived very near the IBVM (Loretto Sisters Convent)community for twenty-seven years, Anne was first a donor, then volunteer. This unique beginning and relationship along with a background in business and event planning, women's education and philanthropy, led Anne to the this position in late 2009. | | Since then Anne has launched online giving and other electronic media, increased marketing and volunteer efforts, cultivated new... Read More →

Speakers
avatar for Rich Fox

Rich Fox

Chairman and CEO, Rich Fox and Associates, Inc.
Chairman and Chief Executive Officer of Rich Fox & Associates, Inc., Rich Fox directs a company which provides strategic planning, consultation and advice regarding the best and most cost-effective ways to maximize the lifetime value of supporters through the development of a fully integrated program designed to strengthen the relationship between the organization and its donors. | The firm also offers a wide range of specific programs to... Read More →


Tuesday September 15, 2015 10:15am - 11:15am
Nutcracker 3

Attendees (32)