Timing Your Planned Giving Outreach

Ever wish you could know when an alum begins considering a planned gift? Not just when they click on an email, but when they seriously begin to consider a gift. What if you could reach out at the right time, every time?

Capture Higher Ed is pleased to present “Timing Your Planned Giving Outreach” with special guests from Central College and The Stelter Company. Join us for three unique perspectives on tracking alumni on your website in order to time outreach and support alumni in their estate planning process.

This video is perfect for planned giving professionals, gift officers and prospect researchers looking to be more strategic.

Topics will include:

– Identifying alumni actively looking into estate gifts, stock gifts, IRA rollovers and more.
– Offering these alumni the right resources at the right time.
– Understanding why tracking clicks and visits on the planned giving page is not enough.