Complex and Problematic Donations

This FREE Course is made possible by PlannedGiving.com

4 Lessons/60 Minutes/FREE

Learn How to Deal Effectively with Complex and Problematic Donations.

Wouldn’t it be great if every donor simply gave cash or publicly traded stock? And, did not ask for a pledge period of greater than five years?

You can find out here.

While most donors do fit this description, there are others who present challenges in terms of the proposed structure of their gifts. And, typically these are larger gifts from more sophisticated and influential donors. If not handled carefully, these situations can lead to a variety of issues for even the most seasoned development professional.

In this webinar, we will utilize a case study based approach to illustrate various strategies that can be employed in effectively managing these situations to preserve the relationship with the donor and to protect the interests of the organization and the career of the development professional.

Presenters:

  • Stuart Sullivan, CFRE, Graham-Pelton, Inc.
  • Meredith Sossman, Esq., CFRE West Chester University Foundation