Having a Planned Giving Conversation with Renee Kurdzos
In this podcast, we talk about ways that you can incorporate a planned giving conversation into a visit with any donor.
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Estate Plan
Estate Plan: 10 Things You Must Know
Let's take a look at 10 things that are important to understand when you sit down with a donor prospect to discuss making a gift via estate plan.
Estate Planning: Questions to Ask
Let's examine the questions you need to have handy when you sit down with a donor prospect to discuss the possibility of making a gift via their estate plan. Of course, equally important to the conversation is how you frame these questions, and having a handle on what information you can provide that may allow them to consider including your organization in their estate.
1. Is your donor prospect's estate plan current?
Also, be prepared to answer questions from the donor about whether you yourself have a current estate plan.
Rethinking The "Ultimate" Gift
When we talk about an estate commitment from a donor, most of the time we describe it as their ultimate gift. The implication, of course, is that it is their last gift. But why should it be?
Estate Planning - Go Deeper
Suggested supplemental reading for the Estate Planning course.
Estate Plan
It's an unfortunate fact that many (most?) of the charitable donors out there do not have a current estate plan. Sad, but true. At the same time, a gift through a donor's estate is the most logical and frequent source of major gifts.
Providing for Both Charity and Loved Ones at the End of Life
How can Cathy make a gift through her estate plan that will take care of living relatives AND provide a significant gift for the Symphony?
A Sticky Situation: The Solution
There are many examples of heirs being surprised by charitable gifts and challenging the legitimacy of these gifts, accusing the organization of exerting undue influence. Help avoid potential problems for your organization.