Strategic Partnerships with Gift Planning

Presenter: Christopher A. Hubert & Jason Chestnutt, University of Virginia
Year: 2014
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Relationship Management
Competencies and Levels: 

  • Competency 1: Prospect Pool/Base Analysis, Level I & Level II
  • Competency 6: Prospect Strategy, Level I & Level II
  • Competency 7: Portfolio Management, Level I & Level II
  • Competency 13: Building Internal Relationships, Level I & Level II
  • Competency 14: Institutional Knowledge, Level I & Level II
  • Competency 15: General Fundraising, Level I & Level II
  • Competency 16: Change and Project Management, Level I & Level II


Planned giving prospects are a vital yet often hidden part of an institution's donor base. Even if these prospects are noted by a research team, ensuring that they are properly cultivated can be an even greater challenge. Developing a strategic partnership with your gift planning team can help your office become more dynamic and give your development officers more meaningful and fruitful interactions with their prospects. This presentation is to designed to help prospect researchers gain an understanding of gift planning, illustrate techniques to identify gift planning prospects, and promote these prospects to development officers. 

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