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Education and Training
The Good, Bad, and Ugly: Insights Into Your Marketing from
Insiders
Presenter: Kevin Johnson, Retriever
Development Counsel, LLC, Portland, OR
(Broadcast date: 5/17/06)
Program Description
Ever wondered what professional advisors thought nonprofits
were doing well in regards to their clients (to be more
specific, “your donors”)? This presentation was developed based
on a survey of more than 50 practicing legal and financial
professionals who work primarily in the area of estate planning.
It will be of practical application to anyone who is responsible
for planning and executing estate gift marketing
activities—whether as a staff member of a nonprofit, an advisor
to a nonprofit, or a professional who is a board member.
Learning objectives for this presentation include:
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Hear “the good, bad, and the ugly” observations
about what is and isn’t working in the marketing of
planned and estate gifts.
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Have information and understanding to better target
their marketing time and dollars.
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Have insights they can put immediately to use in
successfully interacting with donors and their
advisors.
Click
here to order your CD
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