Education and Training
Ten Empowering Realities of Estate Planning and
How They Relate to Charitable Planning With Prospects
Presenter: Pamela J. Davidson, Davidson Gift
Design, Bloomington, IN
(Broadcast date: 11/17/04)
Program Description
This session will focus on a list of ten realities of estate
planning and how those realities translate into donors achieving
both personal and charitable goals. These ten realities
translate into concrete opportunities to be charitable within
the bigger estate planning context. Many gift planners have no
idea how to talk about charitable giving options, and this list
offers genuine opportunities to listen for clues and be
proactive with prospects.
Learning objectives for this presentation include:
-
Gain a basic knowledge of the core of estate
planning concepts.
-
Know how to listen for and suggest a charitable
option within the context of a prospect furthering
personal estate planning goals.
-
Have a “cheat sheet” list of primary estate planning
concepts, an easy reference that will also affect
their own planning.
Click
here to order your CD
|
