In Canada, prospective donors and their professional advisers are challenged on a regular basis with separate and at times uncoordinated solicitations for current and future gifts. At the same time, charities are constantly focused on maximizing charitable gifts from key supporters who wish to move their missions forward. Major gift officers need to develop a level of comfort with planned gift conversations and gift planners must also be aware of current gift potential when talking with donors about deferred gifts.

This session presented by Doug Puffer and Grant Monck will demonstrate how a blended gift may be the better approach. A blended gift merges the interests of donors, organizations, and fundraisers. Donors can maximize their impact, while minimizing their concerns for the future. Charities can receive much needed current assets, while also securing sizable deferred gifts to help offset future needs. Fundraisers can help donors maximize their gifts and in turn meet and exceed annual goals. Grant and Doug will discuss their experience with this type of gift approach and present a road map on how to include the blended gift in your toolkit for key donor conversations.

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