The Pentera Blog
Webinar 11/14: Alexandra P. Brovey, “How to Begin a Gift Conversation/Skills for Successful Gift Conversations”
Personal meeting time is some of the most valuable time for cultivating new planned giving donors. In this Pentera webinar, Alex Brovey shares how you can make the most of this time. Her insightful presentation explores how to prepare yourself for donor meetings, identify goals of the meetings, and recognize cues and clues prospects and donors share that allow exploration of the right gift(s) for each donor based on the donor’s assets, needs, goals, and timing.
This session will help you:
- Prepare for your next donor meeting.
- Identify your meeting’s goals in advance.
- Recognize cues and clues for selecting the right gift for your donor.
You can register for the 1 p.m. ET Webinar here.
Pricing:
*Free—Pentera is here for everyone as a resource in these challenging times; and in support of our planned giving community, we will continue to offer our Webinars as a free service.
About the Presenter:
Alexandra P. Brovey, J.D., LL.M., is a leader in the philanthropic field with 25 years of gift planning experience at complex educational and health care nonprofits.
Alex is the assistant vice president, gift planning, at Northwell Health Foundation in New Hyde Park, New York, where she has worked since September 2008. Alex previously worked at The Pennsylvania State University, Pace University, and Stony Brook University during comprehensive campaigns. Earlier in her career she focused on estate planning and administration as a member of the Delaware, Pennsylvania, and New York bars.
Alex is a president emeritus, occasional speaker, and mentor of the Philanthropic Planning Group of Greater New York in New York City. Alex is a past board member and treasurer of the National Association of Charitable Gift Planners and served a two-year term as chair of its Leadership Institute. She is also a member of the Estate Planning Council of Long Island. Alex is a frequent lecturer on topics related to charitable giving and is on the editorial board of Planned Giving Today and serves on the Philanthropy Editorial Advisory Board of Trusts & Estates.
Alex earned a B.A. from The Pennsylvania State University, Phi Beta Kappa, a J.D. from Georgetown University Law Center, and an LL.M. in estate planning from the University of Miami School of Law. Alex has a published trilogy of books focused on Zen and the Art of Fundraising and in her spare time is writing a middle school book series.
