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
Keywords
NSGPS 9
National Standards for Gift Planning Success
NSGPS 9
Category Resources
Added by Barbara Yeager

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