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Acquisition to Planned Giving

August 21 @ 1:00 pm - 3:00 pm

In this session, we will look at the art and science of how donors connect to an organization initially and why they stay. From acquiring a donor to securing a planned gift, the steps of the donor life cycle are something every fundraiser should be familiar with.

Learning Objectives:

  • Name the activities with each of the donor phases.
  • Describe current best practices in fundraising for each phase.
  • Develop a proforma for each fundraising activity to provide direct and indirect expenses for fundraising efforts.

Program Level: Basic
Instructional Method: Online via Zoom
CFRE Points: 2 points

Cost: $65  Members / $115 Non-members

Please Note: Registration closes at 12 noon on the day prior to the class date. Registrations are subject to approval.




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August 21
1:00 pm - 3:00 pm
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