Planned Giving: ‘How Old Are You and Did 
You Know You Could … ?’

We are beginning the process of assessment and cultivation. Our objective is to ask open-ended and leading questions in an effort to determine whether a prospect has affinity for our organization and the capacity to make a gift. Along the way, we will begin to cultivate that affinity.

To truly excel at cultivating prospects for planned gifts, we need to be able to listen and respond to cues and clues that our prospects share. We will identify cues to listen for and prepare you to respond appropriately when those clues are raised by educating your prospects about gift options that will fulfill their financial needs and their philanthropic objectives.