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September 13, 2007

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Jeremy Gregg

Phil:

I blogged about the same meeting here:
http://theraiser.blogspot.com/2007/09/centers-of-influence-and-planned-giving.html

You ask a very important question, one that many non-profiteers need to strongly consider. I have given myself the excuse of "I don't know our donors that well" or "I don't know enough about planned giving options" to avoid beginning that conversation.

The end result is that the question is simply not being asked ... by anyone. The donor loses the opportunity to enter that important conversation, the advisor loses the opportunity to enrich their relationship with their client and the fundraiser loses potential gifts (as well as an opportunity to deepen a relationship).

I would be very interested to read some cases studies of fundraisers who have successfully crossed this bridge.

Phil

That is a great topic, Jeremy. Maybe it could be done as a giving carnival?

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