Getting Started in Charitable Gift Planning (Resource Book): Prospect Interaction
Chapter 7 of Getting Started in Charitable Planning: The Resource Book covers:
  • What you should learn about a prospect
  • Identifying clues to financial capacity
  • Developing activity-tracking tools
  • Building a robust gift planning stewardship program
[reprinted with permission of Charity Channel Press]
Author Name
Brian Sagrestano
Author 2
Robert Wahlers
Source
Getting Started in Charitable Gift Planning: Your Guide to Planned Giving--The Resource Book
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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