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Location of Event
Overall Experience
What did I like? What would I like to be different?
Session 1 - "If you're not marketing for planned gifts, you do not have a planned giving program" (Ryan LaCanfora, Crescendo Interactive)
Session 2 - Developing Professional Advisor Connections (Michael Davis, US Bank)
Session 3 - Identifying Your Marketing Leads, Cultivating Relationships, and Structuring Gift Solutions (Erin Jones, Univ of San Diego, Kimberly Jetton, Pleiades, and Andy Ragone, Pleiades).
Happy Hour Networking
Why did I come to this training?
My greatest takeaway(s) from these sessions:
What do I still need to move my program forward?
Would I be interested in more training like this?
I would like to learn more about how Pleiades, Crescendo, and/or US Bank can help me further my organization's gift planning efforts:
Thank you for sharing this day with us. We're grateful for your feedback.
