WID MEMBERS MASTER CLASS
March 21, 2025 | 12:00 - 1:00 p.m.
The Keys to Opening Doors and Closing Transformational Gifts
How to Start and Master Planned Giving Donor Conversations
Have you ever thought:
Sure, I know planned gifts are some of the most impactful and meaningful gifts a donor can make…
BUT, I’m reluctant to start the conversation because…
I don’t feel comfortable speaking about death and bequests…
I don’t feel comfortable speaking about the details about various gift techniques like charitable gift annuities, charitable remainder trusts, donor advised funds, retirement assets, real estate and appreciated securities …
What if my donor has questions about planned giving that I can’t answer….
If these thoughts sound familiar, you are not alone, and this class is for you!
Lisa will help you navigate these challenging discussions so you can help maximize donor philanthropy and raise more funds for your organization. She will share stories, best practices, tips, talking points and the “Dos and Don’ts” to help you succeed. There will be time at the end of the session for questions.
To ensure participants have an opportunity to learn and ask questions SPACE WILL BE LIMITED.
This is a WID Members only event!
Not a WID Member? Join or renew today!
Lisa Lager
Founder, Lisa Lager Consulting
Lisa is the Founder of Lisa Lager Consulting, a nonprofit and philanthropy consultancy. She is a nationally recognized philanthropy expert, consultant, advisor, speaker and coach who has built successful planned giving, legacy and endowment programs at some of the country’s largest nonprofits. She empowers charitable organizations to maximize their revenues, generous individuals and their families to create impactful philanthropic strategies, and fundraising professionals to excel in their careers.
She has 40 years of comprehensive fundraising experience, with particular expertise in strategic charitable planning and helping donors and their advisors design transformational, multimillion dollar gifts through after-lifetime giving and non-cash assets. During her career, her initiatives have raised hundreds of millions of dollars.
Most recently Lisa was the Director of Planned Giving at Weill Cornell Medicine for nearly 10 years and previously served in senior fundraising roles at the Anti-Defamation League, ORT America, the American Cancer Society and Memorial Sloan-Kettering Cancer Center.
She has served as an active volunteer, mentor, and mentor for WIDNY President’s Council, Association of Fundraising Professionals, and the Philanthropic Planning Group of Greater NY.
Lisa graduated from Cornell University, lives in Manhattan. When she’s not helping her clients, she enjoys sailing, bicycling, swing dancing and fine art photography.
REGISTER FOR LISA'S MASTER CLASS TODAY!
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