Asking by Caveat
Recently a client shared with me one of her favorite methods of broaching the subject of a gift commitment with a donor. She always starts with “I wouldn’t be doing my job if . . . I didn’t ask whether you would consider including XYZ Organization in your will.” According to Charles H. Green, author [...]
Resources
A tremendous amount of research has been published that can help us in our planned giving marketing. Part of my job as a blogger is to keep up with relevant research and to distill it down for you. All of the following information has been included in a blog post but it’s organized here so you don’t have to browse through my posts to find what you’re looking for.
