Session #1: Strategic Giving Virtual Workshop with Bobby Kleinman – Knowing the Donor

Working in planned giving is ultimately about building connections with people, not strategy or product. The broad categories of potential donors will be covered in this session.

This Forum contains the sole opinions & insights of the author/presenter based on forty years of providing advice to donors and charities. Others may totally disagree with the views. This Forum is intended as a conversation. Robust debate is invited. Please respond with questions and alternative viewpoints to askbobby@peartreecanada.com

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