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Planned gifts have often been thought of as the private purview of credentialed development, legal, and financial professionals. With terms like “present value methodology,” “four-tier system of taxation,” and “current IRS-mandated discount rate,” it’s no wonder why many of us feel this way and hesitate to enter into discussions about planned gifts. Studies and talks with donors, however, remind us that the tax benefits of making planned gifts are not the primary reason they are made. Donors want to make a difference in the world they live in, both now and in the future. Conversations about planned gifts are easy if you understand human nature and understand the basics of carrying on a conversation. Throw out the law school admissions form on your desk and learn to talk with donors about their dreams and wishes for your organization with ease!
Presentation conceived, researched, written and delivered by Katherine Swank, J.D., October 2013.