4B | Taking the Many Myths and Missteps of Planned Giving out of Donor Relations

Wednesday, Sept 30
4:00 - 5:00 PM

Experience Level
Suitable for all levels

Shop Size
Suitable for any size shop 

Planned giving is too often veiled in misunderstandings on all sides. Your organization's donors and your colleagues, perhaps even you, may have misperceptions about planned giving. What planned giving officers say to you or your donors may not be at all what is heard. In this session, bust a few of the myths, learn what is really being said and how to translate for your donors, and take away some great ideas for stewarding those who may be your most generous donors. 

Dan H. Murrell, CFRE

A graduate of Millsaps College and of the University of Memphis, Dan left a 13-year teaching career in 1997 for a career in nonprofit development. He has been Director of Planned Giving at the University of Memphis since 2008. Previously, Dan served as Director of Development for the Community Foundation of Greater Memphis and as Director of Development and Community Relations for Trezevant Manor.

Dan was President of AFP-Memphis in 2004 and received AFP-Memphis' Crystal Award as Outstanding Fundraising Executive in 2008. He is also active in PPP and several local nonprofits.