PG Calc Blog

The latest on planned giving from PG Calc.
Read our posts for comments on the latest topics and issues in planned giving. We hope you find our posts timely and interesting, and we hope you'll share your perspective with us!

3 Reasons to Meet Your Planned Gift Prospects (and Donors) in Person

3 Reasons to Meet Your Planned Gift Prospects (and Donors) in Person

Planned gift prospects are prospects because they have indicated, one way or another, that your organization is like family to them. If they didn’t, you wouldn’t dare mention a bequest to that person, essentially asking for a place alongside their own children and siblings. And you certainly wouldn’t ask them for other types of life income gifts. It’s appropriate that you meet in person every once in awhile for a variety of reasons.