Is Now the Right Time for a Planned Giving Conversation? Yes, and Here’s Why.

No matter what’s happening in the world, we humans are wired to seek connection, continuation and control in our lives. So when clients or colleagues ask if it’s appropriate or “right” to continue talking about planned giving in light of the continued pandemic and societal unease, I say yes. Continue the conversations, but be completely in tune with what donors are saying, and not saying, with more sensitivity and empathy and less leaning toward gift acquisition. During your next planned giving conversation, remember these five wise estate planning approaches that are easy to implement, yet softly advance the gifting process. Continue reading Is Now the Right Time for a Planned Giving Conversation? Yes, and Here’s Why.