| |
Education and Training
Communicating Investment Results
Presenter: Craig C. Wruck, Minnesota Medical Foundation at
the University of Minnesota in Minneapolis, MN
(Broadcast date: 11/16/05)
Program Description
Donors and beneficiaries who have an understanding and
appreciation of the details behind the investment return will be
more satisfied and, over the long term, are more likely to be
repeat donors. This session will help gift planners understand
the benefits of full and complete disclosure of investment risks
and rewards prior to the gift, and will suggest strategies and
methods for educating donors and beneficiaries in setting
realistic expectations, which will help ensure donor
satisfaction no matter what the future investment environment
may bring. This presentation was originally presented at the
2004 National Conference on Planned Giving.
Learning objectives for this presentation include:
-
The benefit of complete disclosure and communication of
investment results, whether positive or negative.
-
The critical need to set and manage donors’ investment
expectations.
-
The importance of benchmarking in the reporting of investment
results.
Click
here to order your CD
|
|
