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.
