Getting Started in Charitable Gift Planning: Approaching Prospects
Chapter 10 of Getting Started in Charitable Gift Planning covers:
  • Creating prospect strategies using a donor-focused approach
  • Qualifying identified gift planning prospects
  • Types of visits
  • Using gift planning tools to meet personal planning objectives
[chapter reprinted with permission from Charity Channel Press]
Author Name
Brian Sagrestano
Author 2
Robert Wahlers
Source
Getting Started in Charitable Gift Planning: Your Guide to Planned Giving
Publication Year
2016
Topic
Donor Relations
Career phase
Getting Oriented
File
Getting Started in Charitable Gift Planning Chapter 10Getting Started in Charitable Gift Planning Chapter 101745 KB
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Keywords
NSGPS 9
National Standards for Gift Planning Success
NSGPS 9
Category Resources
Added by Barbara Yeager

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