We’ve all had it happen: a committed supporter tells you about the generous estate gift they plan to provide your institution. When you pursue the conversation, or ask the donor to provide some additional information or documentation, they decline. You’ve hit a wall, and you don’t know if, when, or how you should proceed. If you’ve ever wanted to ask your donors why they hesitate to share details of their estate gift with a charity, now is your chance. Join a real live donor who’s willing to talk to us about his planned gift journey. He’ll give his own perspective, as well as share findings from donor interviews conducted in collaboration with a gift planner from the University of Colorado. We’ll talk about why folks may not share their estate plans with you, and how these (anonymous) donors hope you will respond.
- Understand why some donors prefer not to share information about their estate
- Discuss how planned gift documentation is viewed from a donor’s versus charity perspective
- Learn how donors would like a charity to respond when they express hesitations in sharing information about their planned gift
Getting Oriented, Honing Skills, Expanding Expertise
Donor Insights: Why Planned Gifts Remain Secret1164 KB
Syllabus 2.02; CGP2018