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Having a Planned Giving Conversation with Renee Kurdzos
Manage episode 312213597 series 3230011
İçerik David Kim and Philanthropy Works tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan David Kim and Philanthropy Works veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Renee Kurdzos is a 15-year veteran fundraiser and planned giving specialist with the American Red Cross of Western Washington.
In this 18-minute call, we talk about ways that you can incorporate a planned giving conversation into a visit with any donor.
In the call:
- Renee makes a point of noting that we should not make assumptions about our donors and their situations based simply on their past giving. (beginning of the interview)
- I ask Renee if you should try to have planned giving or non-cash giving conversations with your donors if you're not sure you will be able to answer all their questions. (hear her answer around the 4:30 mark)
- Listen as she talks about her first experiences asking more asset-based and planning type questions of her donors. (around 6:45)
- We talk about what you can expect when you start to ask donors about their personal financial situation. (at 8:45)
- How can a fundraiser in a small, cash-strapped organization get the support of their supervisors and board members to begin to work like this with donors? (listen at 12:10)
For more on this topic check out Estate Planning: Starting the Conversation and this course, Introduction to Gift Planning.
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