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. Can we get together again to continue our discussion?
Donor cultivation is a process, not a single act — a marathon, not a sprint. Your initial visit should be the start of a beautiful relationship. That relationship is with your organization, not with you. You are representing the institution. The relationship should be deep and needs to have many touchpoints. You should consider how to involve others — president or CEO and other executive management, board members, and colleagues in a particular college or unit.
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Alexandra Brovey
and Patricia Roenigk
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