What to do instead of the crusty old estate planning seminars you run hoping to generate planned gifts?
APRIL 1, 2016
I’m not sure the old-fashioned estate planning seminars really work to generate legacy gifts. Others feel that the seminar offer is incongruent with the charity’s mission (leaving donors to wonder why you’re doing it in the first place). And, finally, if you aren’t being transparent about why you’re holding the seminar, then you’re really just trying to dupe your supporters… now that’s not nice!