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Programs / Annual Planned Giving Roundtable |
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Education National and local speakers present programs on topics, such as tax law changes, the nuts and bolts of planned giving, marketing strategies, and advanced planned giving techniques. Non-members are welcome to attend. Members receive reduced rate to all programs. Networking CPGC provides opportunities to meet the local community of gift planners: attorneys, development officers, trust officers, insurance professionals, and accountants. Members include both novice and veteran gift planners. January 31, 2012 "Out the Door: Increasing Face Time With Donors" About the Program: In this new fundraising climate we live in, how do we maximize our time so we are spending it face to face and with the right donors? What does the "right" donor look like? How do we get in front of donors and start a meaningful conversation? In this presentation we'll uncover the answers. We'll explore specific ways to uncover needs; be a better listener, develop stronger relationships, ask better questions and help donors get what they want! Tuesday, January 31, 2012 Schedule: 8:00 am - 8:30 am Registration and Continental Breakfast About the Speaker:
Joe has been in direct selling since graduating from St. Joseph's University in. 1984. For the last 8 years, he has been the Vice President of Sales For VirtualGiving and The Planned Giving Companies. He is responsible for direct selling and sales management. Ninety percent of the business Joe brings in is from cold calling and referrals. Since that time, he has built a client bases of over 200 organizations. In addition to his own selling, Joe is managing three salespeople. Online registration for this event.
To sponsor a meeting, contact Sponsorship Co-Chairs Vince Connelly (443-413-6033 or vconnelly@connellyfundraising.com) or Maureen Stewart, CPA (410-454-5433 or MStewart@lmcm.com). |
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Joseph Tumolo, Vice President of Sales, VirtualGiving |
CPGC, PO Box 44123, Baltimore, MD 21236 (phone) 443-678-1186 (fax) 410-931-2978
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