Top Ten Planned Giving Myths
1. Planned giving is not appropriate for a new organization.
2. Planned giving applies only to older people.
3. We need money now. Can't possibly think about
planned
giving
4. I need more technical training before I can even begin to
raise the topic of a major planned gift.
5. People who make outright gifts are not planned giving
donors.
6. Planned giving hurts annual giving.
7. Only wealthy people are planned giving prospects.
8. We can't launch a successful program without an experienced
planned
giving officer on our staff.
9. Our organization could never manage to pay a lifetime of
checks.
10. I will suffer eternal mortification if a prospect or donor
asks me
a tax question I can't answer.
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