by dsher | Apr 18, 2023 | Uncategorized
The best time for an individual to consider gift planning to create a future gift often comes as a result or in contemplation of a significant event or life transition. Life-triggering events include: International travel Inheritance Job/career change Sale or transfer...
by dsher | Mar 28, 2023 | Uncategorized
For many of our donors, the start of a planned giving conversation can be as simple as thanking the donors for their loyal support, asking them why they are so loyal, and then asking them how they would feel about a conversation involving other ways to support your...
by dsher | Mar 7, 2023 | Uncategorized
In their book The Right Side of the Table, Scott and Todd Fithian suggest fundraisers draw a metaphorical line to differentiate between the types of conversations with donors and the overall approach to planned giving. They encourage fundraisers to see philanthropy...
by dsher | Feb 15, 2023 | Uncategorized
Imagine you are looking to remodel your kitchen and you call several contractors to come out and give you an estimate. How would you feel if one of those contractors started unloading their truck in your driveway before you ever had a conversation? You open your...
by dsher | Jan 25, 2023 | Uncategorized
While planned giving is all about people and relationships, there is also a numbers component to this work. In a study done by Decima Research, roughly 34 percent of those surveyed said they would consider including their favorite charity in their estate plans. So for...
by dsher | Dec 22, 2022 | Uncategorized
With all the pressure we are under to bring cash in the door, the thought of proactively focusing on planned giving can be daunting. It seems like such a big step that requires too great of a commitment for us to handle. Here are some of the more common excuses I hear...
