Virtual NPL Lunch & Learn — Donor Personalization for Planned Giving
Participate in an educational workshop led by Scott Harkey, Director of Development at the Perelman School of Medicine, aimed at the exploration of donor personalization techniques within the context of planned giving. Attendees will gain insights into customizing outreach efforts for legacy giving, fine-tuning messaging for life-income and qualified plan gifts, and optimizing stewardship practices […]