How to Create A Planned Giving Seminar

There are a lot of people who have interest in creating a planned giving seminar. People from all over the world enjoy giving to charities that impact others. If you want to start a seminar on this subject, there are several things to keep in mind. First of all, it is essential to engage your audience in ways that they understand. There are people from all different income levels that like go give. In addition, many companies are interested in giving back to their local area. Here are several tips on creating a planned giving seminar.

Know Your Audience

Knowing who you are talking to is an essential part of your job when giving a seminar. There are a lot of people interested in giving to charities that they are passionate about. Knowing what your audience believes in is an essential part of this process. There are many people who try to create a planned giving seminar without knowing this information. Over the long term, this is not a good idea. Anyone who wants to have success in driving their customers to the right placed needs to spend some time on the front end getting to know them. There are a lot of people who have been able to successfully plan a giving seminar based on this information.

Engage Their Focus

People are more distracted than ever before in history. With all of the electronic devices that people have today, it is easy to see why they are so quick to be distracted. It is vital to engage the focus of your audience when giving your planned campaign. There are many people who have had great success with this just by getting their audience to pay attention for more than five minutes. If you are looking to make a difference in the long term, always make sure to engage the focus of the audience. This can be done through a variety of different media options. In addition, this can be accomplished by understand what gets your audience going.


The finances of any giving campaign are essential. Just because you are taking donations, this does not mean it gives you permission to be lax in this area. Anyone who is wanting to make a difference over the long term can do so through a variety of different areas. Always make sure to have a financial plan for all of the money that comes into the business. This will help you to succeed in a variety of different ways.

Creating a planned giving seminar is hard work. However, putting in some work on the front end can go a long way in having success in this area. If you want to take your giving business to the next level, it is vital to spend some time understand your core customer. There are many people who have trouble with this area of their business. Giving is a huge area of focus right now for many people.

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