CFLSA

Engaging Clients in Philanthropic Discussions:

A Discovery Dialogue

Presented by:

Norma Cameron, a leading authority on planned giving

and the

Community Foundation of Lethbridge and Southwestern Alberta

Thursday, February 16, 2012

Breakfast Presentation: 8:00 - 9:30AM

Lethbridge Lodge (Anton's) $15.00/Person

Please RSVP by February 14, 2012 - 328-5297.

Something as simple as asking questions and listening, really listening, to the answers can be an incredibly successful way of building long-term, trusting relationships with prospects and clients. However, some topics are easier to discuss than others. For instance, asking about a person's philanthropic goals during their lifetime or as part of their legacy upon death, can sometimes feel awkward.

Achieving an increased level of comfort and confidence in discussing these topics will help you become more client-centred - and provide valuable information in choosing services and products to meet their needs. As someone who has spent years engaged in conversations with wealthy prospects and donors about these topics, Norma Cameron has developed a Philanthropic Discovery Dialogue process.

Join Norma for breakfast and learn how to incorporate philanthropic discussion into your work with prospects and clients.

Norma Cameron, CFRE

Norma has over 20 years experience in fundraising and marketing in

the non-profit sector with more than 10 years specifically in gift

planning. Norma is a specialist in the area of Narrative Philanthropy,

a faculty member of CAGP (Canadian Association of Gift Planners)

and is a presenter of their Gift Planning course in Banff.

Trained initially as a journalist, then a banker, Norma stepped into the

world of fundraising in the 80's and realized she'd found her calling. She is an accomplished trainer and has delivered workshops across Canada in fundraising, communications and Narrative Philanthropy.