Planned Giving: Building the Conversation
The definition of a Planned Gift is "any major gift, made in lifetime or at death, as part of a donor's overall financial and/or estate planning." Planned Giving conversations don’t always have to be a long drawn-out process. Here are some things you can say to your long-time donors to generate new planned giving conversations:
“If I can give you a compelling reason to do more, would you be open to a conversation?"
“This may be a question out of left field, but…I don’t suppose our institution is in your will or trust? How would you feel about a conversation around other ways to support our work many of which cost you nothing now?”
“I feel I would be doing you a disservice if you weren't aware of other ways to support us, some of which may be more tax efficient for you. Would you like to talk about that?"
There are experts like Joe Tumolo (a trusted peer, who suggested the words above) who can help prime those conversations. For example, who is calling your long-time donors and thanking them? Joe does that and more. Read about him below:
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