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Blended Gifts: an Integrated Approach to Current and Deferred Giving
Presented by: Doug Puffer, Carleton University
During the recession years those organizations that approached donors with the idea of a blended gift (some now, some later and maybe some in-between) fared much better than those that did not. This should not be surprising to gift planners since many bequest donors have been loyal supporters and gift planners are usually looking for donors who could support the cause today as well. However, annual gift officers are often not trained in how to identify loyal givers as prospects for a planned gift and many major gift fundraisers don’t have a goal for deferred gifts and have no incentive to raise the idea of a future gift. This webinar will introduce concepts for metrics that will encourage a more team-like approach to fundraising and stories of collaboration that maximized giving opportunities and donor satisfaction through blended gifts.
