Reshaping the Conversation: Pursuing Planned Gifts During Covid-19
Explore strategies to pursue and receive planned gifts, even in this challenging time
November 24, 2020
Among the turbulence and uncertainty brought on by Covid-19, individuals have increasingly searched online for estate planning information, including information on planned charitable giving by bequest.
Most individuals — including 57% of all Americans, regardless of income level — intend to leave an inheritance, and legacy gifts to charitable organizations are more important now than ever.
Benefiting from planned gifts requires careful planning and preparation, including a level of comfort to have planned gift conversations with your donors — and together we will explore strategies to ensure you are ready to pursue and receive planned gifts, even in this challenging time.