Cole Eason, JD, is Vice President of Advancement at the Truman Heartland Community Foundation, where he works with donors and advisors to encourage philanthropic partnerships. We recently sat down and chatted with Cole about the ways in which financial, legal and tax advisors can help clients create tax-efficient charitable gift plans that achieve their client’s philanthropic goals while still allowing advisors to manage that client’s portfolio.
15 Conversation Starters With Your Donors
Even the most socially adept among us need a little help to get the conversation started. That’s why we’ve developed these 15 conversation starters along with the “why” behind each one. Use them the next time you meet with a donor or prospect. They’ll help break the ice, establish trust, and get you started on the path to building a meaningful, mutually beneficial relationship.
Why Your Church Desperately Needs a Planned Giving Program
I remember sitting in church with my parents one hot, summer Sunday morning a long time ago. I stared at the shifting patterns the sunlight made as it shone through the stained-glass windows. I shoved a hymnal around in circles on the pew next to me, desperately pretending it was the car taking me home to watch cartoons and eat pancakes for breakfast.