Planned giving happens on the donor's schedule, not the fundraiser's. How do you know when the time is right? Long before you talk about gift vehicles and tax advantages, you need to learn about the donor's values and motivations, life transitions, past philanthropic experiences and assets that offer challenges and opportunities. In this program, Greg Sharkey, Senior Philanthropy Advisor at The Nature Conservancy, will share questions that help you have better conversations with donors about the things that really matter in a planned gift decision. Greg's stories show how these questions often lead to charitable gifts.
What you'll learn
- How to encourage donors to talk about themselves so that you can spend most of your time listening. 
- How to lean in to difficult topics like widowhood and divorce, instead of avoiding them.
- How to start a conversation about assets without directly asking about them.