Selling to the CFO: How to get your leadership to support planned gift fundraising

Getting organizational buy-in is often a major hurdle for fundraisers trying to grow or start a planned giving program. Even when leadership recognizes the value of planned giving, they often stay focused on annual giving due to the misconception that planned giving only means "dollars later."

With $90 trillion projected to be passed down from older, wealthier generations during The Great Wealth Transfer, the most astute fundraisers understand that planned giving is a long-term strategy worth investing in.

Watch Dr. Russell James, Professor of Charitable Financial Planning at Texas Tech University, offer expert insights on securing support for planned giving within your organization.

This session will convert even the greatest skeptics into planned giving champions.

In this webinar, we covered:

• Compelling planned giving stories and statistics
• Financial data to effectively "make the case" for planned giving
• Strategies to engage and educate leadership on the benefits of planned giving
• Q&A session with Dr. Russell James and Patrick Schmitt

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