Now is the perfect time to call that nice donor and have a planned giving conversation – but where do you start? Join Cathy Sheffield and Claire Meyerhoff for their fun and friendly session where you’ll hear fresh ideas and learn pro-tips about the all-important planned giving conversation. The recent legislative changes around charitable giving in the Secure 2.0 act is a great starting point – what does that look like in a charitable conversation? Cathy & Claire will do some role plays as well. If your organization offers Charitable Gift Annuities, you will certainly appreciate this session because Cathy and Claire will focus on CGA conversations as well as CGA marketing and other outreach. With many years of experience working with nonprofits small and large, Cathy & Claire will share tons of marketing ideas and insights on everything from direct mail, newsletters, surveys, and other donor communications. You’re sure to take home some new ideas and creative solutions for reaching out to your planned giving prospects.