Stephanie Conway

Handing money, representing wealth transfer from baby boomer to younger generation
What the greatest wealth transfer in history means for planned giving

The potential reward for approaching donors about planned giving has never been greater. Are you prepared?

Cat looking askance at gift like fundraisers are wary of asking for planned gifts
An uneasy fundraiser’s plan for planned giving

Are you scared to bring up planned giving with donors? Instead of putting it off for now (or forever), get started talking to donors about estate gifts.