Smiling and Dialing:  The Not-So-Lost Art of Building Deeper Donor (and Client!) Connections When You Can’t Be Face-to-Face

Discover how picking up the phone can transform your planned giving strategy. Join Joe Tumolo, CAP®, CEO - PG Partner as he shares insights from personally calling more than125 donors each week to thank, survey, and qualify them.

Attendees will learn:

  • How to implement actionable tips to generate more meaningful donor conversations that lead to more planned gifts
  • How to empower your team to create lasting connections that secure your organization’s future impact
  • How to maximize Zoom (similar platforms) for relationship building

Please join ​​Joseph Tumolo, CAP®, CEO - PG Partner and Bryan Clontz, Ph.D., CFP®, AEP®, CAP® by clicking below:

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