Webinar Streaming Presentation

Topic: CGP Tampa Bay: Weaving Planned Giving Into Your Donor Conversations

Time: Mar 12, 2025 12:00 PM Eastern Time (US and Canada)

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https://zoom.us/j/93835579959

Meeting ID: 938 3557 9959

Title: Weaving Planned Giving Into Your Donor Conversations

Webinar Description: We've all been there before. We have cultivated and know (or should know) our annual and major gift donors really well. However, we may come to realize that we've never approached the subject of an estate or planned gift and are not sure how to do so now without feeling awkward. This presentation offers helpful conversation tips and cues to transition into conversation about planned gifts. As the massive transfer of wealth continues in earnest over the next several decades, organizations that leave gift planning out of the conversation will be leaving money on the table and their future security on the line. Learn how to make the easy introduction to the largest and most impactful gifts our donors will make and our organizations will experience.

Speaker Bio: Melanie J. Norton is the Founder/CEO of Norton Philanthropic Counsel (NPC), a fundraising consulting firm in Indianapolis. Prior to launching NPC, she was the vice president for development and alumni engagement at DePauw University, leading DePauw to more than $320 million of a successful $383 million comprehensive campaign that surpassed its original goal some 2 ½ years in advance of the campaign’s end. Her career includes leadership positions in higher education administration and fundraising, fundraising consulting, and banking (trust and retail). Melanie is a CFRE and a proud member of the Association of Philanthropic Counsel and NACGP, where she was the national chair of the board in 2016 during a major rebranding initiative.