Past Events
Past Event
General Session
Tuesday, April 3, 2018
8:30 AM — 10:45 AM
You Don’t Need to Learn Another Language to “Get” Planned Giving
Speaker: Viken Mikaelian
Founder and CEO of PlannedGiving.Com
Timeline
8:30 AM — Breakfast & Networking
9:00 AM — Welcome & Introductions
9:15 AM — Presentation with Q&A
10:30 AM — Session Concludes/Additional Networking
Use parking lot 101. The Rutgers Club is located on the second floor of Livingston Dining Commons adjacent to the James Dickson Carr Library.
Program Description
Your prospects should not have to learn another language to “get” planned giving. In a world where your average prospect is inundated with over 3,500 marketing messages a day, the secret to getting your message heard is to make it simple.
Don’t just simplify. Oversimplify.
Viken Mikaelian, Founder and CEO of PlannedGiving.com, will show you how to talk with your prospects about planned gifts in simple, everyday language. He’ll showcase real-world examples and give punchy phrases and elevator pitches you can start using right away. He’ll tell you which simple gifts to pursue first and how to start talking with donors.
Learning Objectives and Participant Outcomes (Takeaways)
- Learn how to communicate about essential planned giving vehicles
- Learn where 95% of all planned gifts come from
- Take away marketing examples to inspire you
- Find out which planned gifts offer the best ROI
Geoffrey S. Close, CIMA®, CAP™, CPWA®, CWS, CLTC®
First Vice President — Wealth Advisor
geoffrey.close@morganstanley.com
NMLS #1262200
Viken Mikaelian
If you haven’t heard Viken present before, buckle your seatbelt. If you have heard Viken present before…you’re probably already strapped in! Viken has a colorful, direct style you will find refreshing. He challenges us to re-think how we communicate with the people who support our organizations. Keep a pen and paper handy and be prepared to write quickly, because Viken’s sessions are packed with practical tips you can start implementing the moment you leave this room.
Viken has presented at more than 500 fundraising councils, AFP and AHP chapters, foundations, and banks, and five times at the PPP. He publishes Planned Giving Tomorrow (circulation over 15,500), a quarterly magazine with marketing ideas for all fundraisers.
Viken is the CEO of PlannedGiving.com. He graduated from the University of Pennsylvania as a pre-med student.
The Rutgers Club
85 Avenue E
Rutgers University
Piscataway, NJ 08854
Map / Directions
