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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“I don’t like your president, the dean, football coach …”
Possible response: “Why don’t we talk about your feelings about our leaders for a few minutes?”
6. Where does giving to charity in general fit in your life?
Donors know what you do for a living and often pre-empt the discussion by letting you know that they would make gifts to (charity) but … Your role is to listen for the objection and suggest one or more solutions. While some solutions seem obvious, you don’t have to have all the answers at your fingertips. You listen to the problem and restate the possibility: “What if it was possible to make a gift and still … ?”
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Alexandra Brovey
and Patricia Roenigk
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