Questions & Answers

As a fundraiser, you have to field questions from every corner of the gift planning arena.

Wouldn’t it be nice to have a reliable source of answers to the questions that stump you?

That’s what you’ll find here: the answers to commonly-asked and even some uncommonly-asked questions on a variety of subjects:

Moderating these sections and answering the questions is our team of planned giving thought-leaders:

  • Viken Mikaelian
  • Brian M. Sagrestano, JD, CFRE
  • Vince Fraumeni
  • Chase Magnuson
  • Betsy Suppes

The one most important question that always comes up from your boss and board is: how important is planned giving? You may want to start there. Feel free to use the article as long as we are cited as the source.

2020 Planned Giving Pocket Guide (includes a mini Gift Comparison Chart)
This is not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects. 
Over 4,000 satisfied fundraisers have purchased this booklet.