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America’s wealthy royals are well-known. Couples and families such as Bill and Melinda Gates and the (Sam) Walton family members top the list. Their philanthropy is legendary, and many nonprofit organizations’ staff and leadership look for ways to connect with them. What options does your organization have to acquire major and planned gifts if you aren’t on the top of their list? More than 15 million households in the U.S. are affluent and have the means to make transitional gifts. In this session, learn who they are, what motivates the wealthy to give and how you can find them within your donor rolls and the best way to cultivate and solicit them for major and planned gifts.
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