Zoom
CGPK Partnership Meeting
“How to Solicit a Gift”
Presented by Eddie Thompson
When was the last time you received formal training on how to solicit a gift? Whether it’s been way too long (if ever) or if you’d simply like to learn a few helpful tips, this webinar will prepare you for your year-end asks! Gain confidence and eliminate any fear of asking your supporters to join your worthy cause. In this webinar, Eddie Thompson will:
- Walk through a solicitation step-by-step, including specific language
- Offer verbal and non-verbal tips to make solicitations more successful
- Provide specific follow-up actions to encourage donor retention
APPROVED: 1 PT
About the Presenter:
Eddie Thompson
Eddie founded the unique Thompson & Associates process in 1996 (then, under TrustMark Charitable Strategies) and later incorporating as its own entity in 2005. As CEO of Thompson & Associates, Eddie provides leadership and direction to over 35 seasoned charitable estate planners with an inspiring sense of generosity, integrity and passion for helping others. By creating a unique values-based model at Thompson & Associates, Eddie and his team have established a way for people to dedicate the necessary time to consider important life decisions and to engage in thoughtful discussion that leads to optimal results for all. He has planned thousands of estates, which has generated billions of dollars to charity during his thirty plus years working with nonprofits. Eddie speaks to organizations from coast to coast on successful fundraising techniques, nonprofit management and charitable estate planning and has garnered many honors during his distinguished career. He credits his parents with shaping his personal and professional path; they were very poor, but very generous. Eddie serves as the Chair of the Charitable Estate Planning Institute, a 501(c)(3) public charity offering top level education on charitable estate planning for development staff, gift planning officers and professional advisors. Eddie and a group of Thompson & Associates colleagues formed the Institute in 2012. He is also a Fellow in Charitable Estate Planning (FCEP) awarded by the Institute.