First Planned Giving Visit
Planned giving is where these three meet: trust, commitment, personal legacy. This Micro-Lesson explains how to understand donor passions, how they became involved, their concerns, their and family involvement, feelings about your mission and more.
The Micro-Lesson also covers listening skills to understand more about their family issues and the kind of sensitive questions to be cautious about.
- How to prepare the “interview”
- Sample open-ended questions to get donors talking
- Three takeaways
- Three action plans
Meredith Sossman, JD, CFRE