For some gift planners, meetings with donors and prospective donors can sometimes be a daunting experience, one that generates nervousness, trepidation, and even outright fear. However, with proper preparation and forethought, the interviewing process can be a pleasant experience for both parties, and the gift planner can come away with a great deal of useful …Read More

Though Arthur Richardson (a pseudonym is used to protect this donor’s identity) had a history of giving to his alma mater, gift planning officers at Cornell University were quite surprised by the magnitude of Mr. Richardson’s most recent gift. Ms. Gwen Scott, also a graduate of Cornell and now a gift planning officer for its …Read More

Does it matter what rime of the year communications on bequests and other planned gifts are sent? Should there be systematic periodic communication or is once in a while enough? These and other questions related to timing are important and deserve close attention. As bequests are often the largest source of planned gift income, it …Read More