Unlocking Generosity: Real Life Case Studies of Complex Deferred Gifts

Telling the story of how a complex gift culminates, brings life, and a sense of excitement to the numbers we crunch in our software. These numbers become the future, the solutions to problems, and fulfillment of goals to the lives of many. We will travel the road of several gifts to completion and evaluate what went right and what went wrong, so we can learn together from the trip! Let's explore a few scenarios to understand the challenges and successes in handling complex gifts. The presenters bring unique perspectives, one fundraising for specific charitable organizations, the other primarily serving donors with multiple charitable interests. Both will share how to serve Donors for success.