Brace yourself. Most financial advisors do not understand how planned gifts work. To put it another way, the people counseling your prospects on how to manage their assets do not understand planned giving.
This is not a criticism. Just a fact. Become a resource to them.
Practical. Informative. Useful.
Over $250,000 worth of content in MS Word, templates and toolkits at your disposal.
Gift Acceptance Policy? Description of Lead Trusts? Need a template on a ways-of-giving brochure? It’s all here for you to download.
All the smarts you need “in a box”: Developed by two former Ivy Leaguers, UVA Law Professor of Philanthropy, and a fundraiser who has raised millions.
Exceptional presenters. Exciting people. Timely topics. Great location. Meet and greet… and Happy hour’s on us. Be a part of it!
You have a planned giving program — that’s great! And you get those occasional gifts, and that’s great too. But you’re wondering if your donors know that you exist.
I just love Tom Ahern’s sarcastic line: “Oh, goody! Look what’s come in the mail, honey. It’s the latest issue of our death brochure. Round up the kids!”
Legacy society member brings girlfriend to all organization events. She also attends events without him. She puts off other members by over-imbibing and being more outspoken than Whoopie Goldberg.