Webinar Downloads

Initiating Legacy Conversation

February 1, 2023
2:00 – 3:15 PM EST

Legacy Conversation

Included Takeaways (PDF Downloads)

  • 31 Quality Questions to Ask Donors and Prospects
  • 15 Conversation Starters (Includes the "Why" Behind Each Question)

You need to ask a quality question to get a quality answer. Above a list of 31 sample questions you can adapt to your own interviews, and 15 solid questions with reasons behind each one!

Consider variations on these in the framework of the situation — the interview’s purpose, the story you are writing, the donor’s personality and life experiences, etc. Context is everything. These are not meant to be asked in any particular order, or even in every situation.

People skills are far more important than technical skills. Why? Because people give to people, not to institutions. 

Yet sometimes, even the most socially adept among us need a little help to get the conversation started. That’s why we’ve developed these questions and conversation starters.  They help break the ice, establish trust, and get you started on the path to building a meaningful, mutually beneficial relationship.

  • 14 Questions Every Donor Wants Answered
  • Planned Giving Pocket Guide for MGOs
  • Certificate of Completion
Certified Fund Raising Executives Logo (CFRE)

CFRE Credits: 1.25 Points

CFRE Credits. Download and complete certificate with your name only.  Present to CFRE.

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Making Estate Planning Accessible, Simple, Personal, Secure and FREE!

Empower your donors to plan their will and invest their legacy in the cause they support the most.

800-490-7090

success@plannedgiving.com