I recently listened in on a thoughtful webinar by Scot Lumpkin for The Stelter Company. It’s all about meaningful conversations with donors who (you hope!) may contemplate a gift to your organization.
To get folks to “YES” you just need to learn the language of gift planning!
It’s not just about HOW people give, but WHY.
Scott was speaking of what is often called ‘planned giving.’ It’s a term that’s unfortunately come to mean giving vehicles, which is a decidedly non-donor-centric way of framing things.
Anyone who contemplates a major, or stretch, outright gift plans ahead.
No one just gets up one morning and decides to give away $10,000.
Or let’s just stipulate it’s relatively rare.
Rather, would-be philanthropists consider how making a particular gift at a particular point in time may match their values and helps them accomplish their objectives, personal and philanthropic.
It’s seldom a spur of the moment action.
For purposes of this gift planning article, let’s consider your audience to be prospective major (outright) and legacy (deferred) gift donors.