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Major gift officers. Planned giving specialists. Financial planners and advisors. Legal counsel. We all have different roles in the planned giving landscape. But there are some communication strategies and tactics we can all use to our advantage when it comes to identifying, motivating and nurturing planned giving prospects and donors.

This session with the leadership team from M&C is filled with ideas for inspiring planned gifts among your annual donor file and client base…and discovering what is most meaningful to them about the decision to make planned giving arrangements in their final plans.

You will learn about:

  • The use of stories to inspire and reinforce planned giving
  • Balancing stories and statistics
  • Loyalty programs and upgrading donors
  • Capitalizing on donor and client preference
  • The benefits of an integrated communications plan

Agenda:

7:30 – 7:45 am Registration/Breakfast
7:45 – 8:00 am MAPGC Annual Meeting 
8:00 – 9:00 am Program

Presenters:

Merritt Engel & Monica Tiffany Merritt are the co-owners of M&C, a Kansas City based marketing agency specializing in messaging and strategy for nonprofits. They share their vast experience in nonprofit marketing with both local and national audiences on a wide range of communications topics. In addition to being professionals in the field, both Merritt and Monica actively serve on nonprofit boards and support the Kansas City nonprofit community as volunteers, mentors and advocates.