January 9, 2020 "Influence: What Factors, Words and Strategies Are Most Effective At Encouraging Planned Gifts"

  • 01/09/2020
  • 11:45 AM - 1:15 PM
  • Ramada Hotel & Conference Center by Wyndham at 3130 Hartley Rd, Jacksonville, FL 32257

Registration


Registration is closed

MEETING DOWNLOADS:

Below are links that John Erstling has generously provided for download and review. These include the information from his talk and meeting last week.

DIR-AgeSegments.pdf - 2009 Stelter Donor Insight Report™: Age Differences in Planned Giving

Pentera_Whitepaper-Click_or_Skip.pdf - Click or Skip? What Words Work Best with Donors in Planned Giving Marketing?

Pentera_Whitepaper-Retirement.pdf - Planned Giving Strategies for Women and Men During Retirement Years


"Influence: What Factors, Words and Strategies Are Most Effective At Encouraging Planned Gifts"

This session will draw on recent research and data to determine how best to market your planned giving program and what motivates donors and clients to explore philanthropic conversations.

Presented by: John Erstling, Inspire Philanthropy 

About Our Speaker:

John Erstling currently serves as Principal of INSPIRE PHILANTHROPY, a full- service consulting firm that helps non-profits reach and exceed their philanthropic potential and fulfill their important mission. With more than twenty years of professional experience in healthcare and education, John has served in leadership roles at several progressive institutions including Community Hospice & Palliative Care, Baptist Health, Emory University and The Bolles School. His focus on advancing philanthropy is derived from his passion to serve nonprofits and guide them in creating more meaningful relationships that result in greater levels of investment. Read John's Full Bio.

Note: We will remain at our temporary location (for this meeting) of the Ramada Hotel & Conference Center by Wyndham at 3130 Hartley Rd, Jacksonville, FL 32257 (located near San Jose Blvd and I-295).

We should be back at the San Jose Country Club in February after the remodeling work is complete.

We apologize for any inconvenience!


The Planned Giving Council of Northeast Florida brings together nonprofit and for-profit professionals merging their expertise in estate and tax planning, financial planning and charitable giving to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community.

PGCNEFL© 2020