7701 Forsyth Blvd
St. Louis, MO 63105
Who is a Promising Planned Gift Prospect? Key Traits & How to Find Them
Renee Durnin, CFRE
Director, Agency Services
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Development officers and professional advisors alike will benefit from this presentation by Gabriel Group’s Renee Durnin on the key characteristics and proven indicators of a promising planned gift prospect. Knowing who to approach this topic with is vital, so screening your list for key indicators is a tremendous first step. But identifying the BEST prospects by finding out what makes individual donors and clients tick is the real key to success. Learn about the power of surveys to identify who has the inclination to consider a planned gift. By asking them directly, many donors and clients are happy to tell us what they think and how they feel, identifying their own goals that we can help them achieve. Who has time to guess when there are tools to help us know who to be talking to?
This session has been approved for 1.0 CFRE Continuing Education Point, and 1.2 CLE credit hours from The Missouri Bar.
For the past 12 years she’s led a team responsible for generating successful results for clients such as The Salvation Army, World Vision, Project HOPE, YMCA, Ronald Reagan Presidential Foundation, The UN Refugee Agency, The George Washington University and various regional food banks across the country.
She’s an active member of the National Association of Charitable Gift Planners, Saint Louis Planned Giving Council, Association of Fundraising Professionals, and the DMA Nonprofit Federation, and speaks regularly at various national and local non-profit conferences. She graduated magna cum laude with a BA degree in Communications from Truman State University and acquired her CFRE (Certified Fundraising Executive) certification in 2009.
11:15 a.m. – Registration & Networking
11:45 a.m. – 1:15 p.m. Luncheon & Program