AFP Deep Dive: A Heavenly Match: The Marriage of Planned Giving and Direct Marketing

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Kathy Swayze, CFRE

March 23, 2023 
1:00 – 5:00 PM ET
$159 (Members); $209 (Non-Members)

You don’t need to be a lawyer to succeed in planned giving, you need to be a marketer! Direct marketing will help you find the folks in your file who are interested in planned giving. Join this webinar to learn how you can capture your share of the multi-trillion dollar wealth transfer wealth predicted over the next few decades. Some of that money is hiding in your donor file NOW. Learn how your direct marketing and planned giving teams can work together to promote planned gifts—and see marketing examples from organizations that are rapidly growing their planned giving pipeline.

Presented by: Kathy Swayze, CFRE

Kathy has worked in the direct marketing and fundraising fields for 30 years. She has had outstanding success in helping organizations improve their fundraising results by telling their unique stories. In the 20+ years since Impact was founded, she has had the honor of helping to advance the missions of more than 300 nonprofit organizations.

Eligible for 4 CFRE points.

Course is limited to 30 participants. A wait list will be maintained.

**Course recordings will not be available.


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