Nine Tips for Major-Gift Solicitors

Do they have a philanthropic fund with a local foundation? If so, how large is their fund?

Are they candidates for estate-planning and/or deferred-gift discussions?

Who are their key financial advisors?

Have they recently sold a business or inherited significant resources?

How is their business doing?

Do they have a loved one who might be appropriate for memorializing or honoring with a gift?

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