I Don't Know Anything About You, But... How to Introduce Planned Gifts Into a Conversation With a Prospect

Author: Davidson, Pamela

Source: National Committee on Planned Giving Conference Proceedings, Volume 2005, Number 2, 10 October 2005 , pp. 57-62(6)

Publisher: National Committee on Planned Giving

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Abstract:

Rarely does sufficient information exist about prospects ?what assets they own and their planning needs?so the GPO does not know which gift options to suggest. This presentation will offer many scenarios of goals or asset holdings that apply to most prospects, and which gift plans would best suit those, ?I don?t know anything about you, but if you?re like most people, you have appreciated assets/retirement plans, etc. Have I got some ideas for you!? Retirement planning and supporting family or friends, with relevant gift options that meet or even exceed each planning goal, will be discussed. Syllabus for Gift Planners code: 2.0

Document Type: Conference news

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