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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7. What other charitable organizations do you support?
We know that our donors are likely to have multiple charitable interests. It is important to understand which interests they are willing to support financially and why. Are there other charities with which the donor has had a relationship in the past but where they no longer are willing to provide support? For example, a donor may support her graduate alma mater, but not her undergraduate alma mater, due to additional attention, financial support, perceived need, lasting friendships or professional opportunities.
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Alexandra Brovey
and Patricia Roenigk
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