Marketing and Closing DAF Gifts Seminar

DAF gifts are growing rapidly. Over two million major donors have DAFs. All DAF custodians will benefit by understanding how to maximize DAF gifts. This seminar covers the three major DAF gifts, four blended DAF gifts and DAF gifts funded by commercial property, a valuable home and a business. If you are talking to major donors about a DAF, you will benefit greatly by understanding all the optimum ways to set up a DAF gift.

After an initial explanation of DAF marketing, this seminar will enable attendees to prepare CresPro proposals for DAF gifts. These include cash, stock and gift/sale major DAF gifts. The blended gift illustrations are DAF and bequest, DAF and gift annuity, DAF and unitrust and DAF and deferred annuity. The third set of proposals are for a DAF, sale and unitrust with a commercial property, home and business. An important feature of the seminar is an explanation of the donor profile and best motivation method for each gift.

Schedule

* All seminars are from 8:30 a.m. to 3:30 p.m. Pacific Time.