Do you know how and when to talk to your donors about planned giving? Conversations and solicitations of planned gifts can be tricky and challenging even for the most seasoned fundraisers. Knowing that bequests and other types of planned gifts are the lowest cost, highest value gifts we can generate, we all need to do a better job of talking to our donors and prospects about planned giving. In this session we will look at how careful listening and using the right words and thoughtful strategy can make planned giving conversations more donor-focused, mission-driven and successful!
In this second part of Planned Giving Conversations, we will put theory into practice. Using case studies, we will practice initiating the conversation, building relationships and closing the gift. Small group and one-on-one exercises will allow participants to explore using newly-learned skills in real-life situations. Participants are encouraged to share situations from their current donor list, and together we will develop strategies that will move those conversations toward closing the gift. Participants will leave this session feeling more comfortable and competent talking to their donors about planned gifts.
Maureen Mahoney Hill, CFRE, is a seasoned fundraising professional with more than 25 years of experience. Drawing from her expertise raising funds for nonprofit organizations, Maureen established an independent consulting practice in 2006. In 2016, she expanded her business and founded Advancement Advisors, a full service fundraising consulting firm. As principal with Advancement Advisors, Hill works with nonprofit organizations to build fundraising, communications and marketing capacity. She specializes in board training and development; coaching; planning and strategy development for major and planned gifts; fundraising plans; audits and feasibility studies.
Hill currently teaches the highly-rated planned giving classes at the Bayer Center for Nonprofit Management at Robert Morris University and is a frequent presenter on fundraising topics at the Nonprofit Resource Center at Carnegie Library of Pittsburgh.
Prior to beginning her consulting practice, Hill was employed by The Children’s Institute, the Pittsburgh Foundation, Penn State Greater Allegheny and Women’s Center & Shelter of Greater Pittsburgh. In each setting, she amassed a track record for developing effective fundraising programs and increasing donor contributions and involvement. Hill has been an accredited Certified Fund Raising Executive (CFRE) since 1999. She holds a Bachelor of Science degree from Penn State and a Master of Science degree from the School of Social Work at the University of Pittsburgh.
Maureen Mahoney Hill, CFRE
Breakout Session #3
Breakout Session #4