But 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.
New Year, New Direction? Stop speculating and find out what the movement to merge planned giving with major gifts and principal gifts really means. Download our Special Report on this…
Will the new tax law doom your nonprofit? Or will it stimulate the economy and be a fundraising boon?
The face of philanthropy is changing: Researchers found that many donors want to talk with an advisor before they’ll even approach a nonprofit to discuss their intentions.
What does wanting to meet (and marry) a rich guy have to do with planned giving? More than you think, and it all boils down to the meaning of the word “rich.” This puts “I want to meet a rich donor” in a whole new light.