Planned Giving: ‘How Old Are You and Did You Know You Could … ?’
Key questions
to initiate
planned-gift
discussions
with donors
of any age.
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10 key questions for donors and prospects
1. How old are you?
Depending on the type of organization for which you work, you may have extensive records on your constituents: home and business addresses, phone numbers, work history, family, board memberships and gift history. One thing you may lack, however, is a prospect’s date of birth. This key piece of information can help you in many ways.
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Alexandra Brovey
and Patricia Roenigk
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