09 Dec Gift Planning: Now Is The Time
When Marts & Lundy and the National Association of Charitable Gift Planners designed our study on how the pandemic is impacting gift planning, we set out to answer three key questions:
- What is the magnitude of opportunity for revenue and commitments?
- Is marketing eliciting response rates that fill the gift planning pipeline?
- How are gift planning staff and budgets being shaped by the pandemic?
In this webinar, our panelists share major takeaways from our recently released study, The Impact of COVID-19 on Gift Planning, as well as what they are seeing in their respective fields.
Richard Ammons, Senior Consultant & Principal, Marts & Lundy
Meaghan Hogan, Gift Planning Affiliate, Marts & Lundy
Michael Kenyon, President and CEO, National Association of Charitable Gift Planners
Listen to the webinar audio below.