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IT’S A NUMBERS GAME BEFORE IT’S A RELATIONSHIP

IT’S A NUMBERS GAME BEFORE IT’S A RELATIONSHIP

While planned giving is all about people and relationships, there is also a numbers component to this work. In a study done by Decima Research, roughly 34 percent of those surveyed said they would consider including their favorite charity in their estate plans. So for every ten donors, three to four said they would be open to that conversation. Wow, what incredible news! Sadly, only 17 percent of those donors said that their favorite charity ever asked. I promise you that most of your donors are not being asked (personally) by other charities to consider a planned gift. (more…)

IT’S NOT ABOUT HAVING ALL THE ANSWERS… IT’S ABOUT ASKING THE RIGHT QUESTIONS

IT’S NOT ABOUT HAVING ALL THE ANSWERS… IT’S ABOUT ASKING THE RIGHT QUESTIONS

Many people avoid or are reactionary to planned giving conversations with their donors because they are concerned that a donor may ask questions, they won’t be able to answer. Answers come a lot easier when we understand that we don’t need to have all the answers. In fact, it’s not our job as fundraisers to get too deep with donors regarding their taxes and financial issues.

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