AFP Webinar: Warming Up the Cold Call: How to Keep the Conversation Going When Talking About Death

1:00-2:00 PM Eastern | Presenter: Kelsey Picken, PhD, CFRE, CSPG

Asking someone about their estate plans in a cold call can be intimidating, but picking up the phone with good preparation tools and pre-defined goals can lead to a rewarding exchange and clear pipeline management outcomes. By identifying key open-ended questions, as well as other tips and tricks to engage in conversation about legacy, a qualification call no longer has to come as a challenge. Instead, the call can be a unique touchpoint to inspire story-sharing and mission-centric connections to help move a prospect into becoming a legacy donor.

Presenter:

Recent winner of the Association of Healthcare Professionals “40 Under 40” award and accredited Death Doula, Kelsey Picken, PhD, CFRE, CSPG serves as Director, Legacy & Gift Planning, at Dallas Children’s Medical Center Foundation, with prior experience in higher education, libraries, and museums. Her award-winning dissertation examines the power of philanthropy to achieve the public good. Picken currently serves as executive board member for the Fort Worth Public Library and Dallas Council of Charitable Gift Planners.