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
Getting Started in Charitable Gift Planning (Resource Book) Chapter 7Getting Started in Charitable Gift Planning (Resource Book) Chapter 71685 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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