May 26, 2016

Ask anyone in planned giving and they’ll tell you that when planned giving prospects discuss bequests, it’s very common for them to want to designate to something specific.

While there is no guarantee that a 60-year old donor’s current interest will be something a nonprofit is interested in by the time the donor dies and the bequest is realized, unrestricted bequests are what you want, I’m sure.

What can a planned giving professional do to convince a donor to provide an unrestricted gift instead of a gift which is restricted?

Relationship, relationship, relationship, that’s what!

Making the donor comfortable with you, the planned giving officer, is what it’s all about.

In other words, when you...

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