If you can’t initiate the planned giving conversation, begin a dialogue or make the ask, you risk losing the gift to someone who is more prepared.
But when you learn how to have effective conversations with donors and prospects when it comes to legacy gifts, your nonprofit’s endowment will grow, right along with your reputation and career!
This exclusive primer on starting the planned giving or legacy conversation will show you how to find the clues to begin the dialog … and close the deal. And it couldn’t come at a better time.
Put doubt and uncertainty in the rear-view mirror.
CFRE Credits: 1.25 Points
Full participation in Initiating Legacy Conversations 2.0 is applicable for 1.25 points in Category 1.B — Education of the CFRE International application for initial certification and/or recertification.
Jonathan is an advisor to ultra high-net-worth individuals. He is also a planned giving consultant and coaches several charities. Jonathan resides in the NY metropolitan area.