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Posted: January 14, 2009 09:28 pm
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Newbie ![]() Group: Members Posts: 1 Member No.: 8 Joined: December 11, 2008 |
I am finding that when donor prospects (often many of your best donors) can't make an immediate major gift--to either operations, endowment, or a capital campaign--they are happy to talk about their estate plans. It is as if they really do want to give, are not pleased that the current crisis precludes an immediate gift, but want to "talk giving." If you are prepared, you might bring up the possibility of a conversation about a bequest, and if preparing language in their estate plan for a bequest is appropriate. Bequests are a good place to start. That then, often, leads to conversations about other types of planned gifts--real estate, lead trusts, remainder trusts, etc. I think this is a "silver lining" in the cloud.
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