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Virtual Mini Roundtable
Tuesday, November 03, 2020, 10:00 AM - 11:00 AM PDT
Category: Events

Making the Most of Calendar Year End

In this session, we’ll be focusing on asking for gifts. When do you ask for a gift? The first date, or when you really know them better? What makes a gift happen – just your personal magic or the touch of many, many others? As always, should participants have any questions not related to the designated topic, we will allow time to help consult and discuss your question.

This session is a free resource to the gift planning community from LACGP.

The holiday season is also the giving season, and in this session of the mini round table we will focus on what strategies deserve your attention in the final two months of the calendar year. We will discuss IRA Charitable Rollover gifts and marketing strategies around them, how to leverage #GivingTuesday in partnership with annual giving colleagues, and strategies for year-end stewardship that both thank donors and fuel their continued loyalty.

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Contact: [email protected] - 949-715-5400