Pentera Webinar - Principles of the Face-to-Face Visit: Engaging Donors During and After COVID-19

Presented by:
Lynn Malzone Ierardi, J.D.
Director of Gift Planning
The University of Pennsylvania

Webinar Description:

Given the current crisis circumstances, it may be a while before we are able to visit with donors in a coffee shop, over lunch, or in a living room. Nevertheless, we must continue to engage donors and stakeholders. We can apply many of the same principles of successful visits - preparation, execution, and follow up - to our calls and virtual visits. In this session, we will review these steps to maximize the success of our outreach now and prepare for the days when we are finally able to go back to those coffee shops, restaurants, and living rooms for face-to-face visits.

About the Presenter:

Lynn Malzone Ierardi, J.D., has been in the estate and gift planning field for more than 30 years. She is a leader in the charitable planning community and recently completed a term as 2019 board chair of the National Association of Charitable Gift Planners (CGP).

Lynn's recently published book, Storytelling: The Secret Sauce of Fundraising Success, includes a foreword written by esteemed colleague Professor Russell James. As a dynamic and highly rated speaker, Lynn has presented at conferences, meetings, and webinars throughout the country on a variety of charitable planning topics - including storytelling.

She has served as director of gift planning for the University of Pennsylvania since 2005 and as an independent gift planning consultant (GiftPlanningAdvisor) since 2002. Her experience includes gift planning positions in health and higher education, as vice president with the Merrill Lynch Center for Philanthropy, and the practice of estate planning and real estate law.

Fill out the form below to view this webinar.