Joan facilitated a conversation with two planned giving professionals for the Seasoned Fundraisers Affinity Group of the AFP New Mexico Chapter. Bonnie McLeskey, Associate VP for Planned Giving, UNM Foundation and Elizabeth Harcombe, CFRE, Director of Development, Planned Giving, UNM Foundation let the conversation about planned gift marketing as one of the pillars on which a planned giving program is built. They discussed the goals of marketing, how to find your audience, and low-cost techniques to drive leads.
Click to view the Zoom conference.