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In Pursuit of the Ultimate Gift

In Pursuit of the Ultimate Gift. Presented by: Davida G. Isaacson Principal, Myerberg Shain & Associates October 6, 2006. How do we get to the ultimate gift?. The gift continuum – thanks to David Dunlop Relationships, relationships, relationships What is the ultimate gift?.

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In Pursuit of the Ultimate Gift

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  1. In Pursuit of the Ultimate Gift Presented by: Davida G. Isaacson Principal, Myerberg Shain & Associates October 6, 2006

  2. How do we get to the ultimate gift? • The gift continuum – thanks to David Dunlop • Relationships, relationships, relationships • What is the ultimate gift?

  3. The Planned Giving Solution • Overcoming objections • What does the “no” really mean? • Planned gift vehicles that make the gift happen • Planned giving in a capital campaign • The power of a bequest for endowment building

  4. Who is our market? • Long standing, low level donors • Board members • Lapsed donors • Non-members!

  5. How do we reach them? • On-air, on-air, on-air* • Every publication • Every solicitation and acknowledgment • Every opportunity *See attached Jonathan Pond script ideas

  6. Doing planned giving with limited staff • Attention to the cues and clues • Staff training for awareness • Reading the responses!

  7. Go forth and multiply! • The gifts, that is

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