Legacy Narrative

Tag: fundraising

  • Building Donor Trust Through Tone

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    by

    utahlaw1976
    in

    I met with a potential donor for the first time recently. We’d exchanged emails, I’d convinced her that I wasn’t going to ask for money, there was no pitch involved, it was to be just a simple visit over coffee to get acquainted.   The meeting was going well. We hit it off from the start and soon we were trading stories…

  • What Makes a Good Donor Story?

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    by

    utahlaw1976
    in

    In planned giving, facts rarely move people. Stories do. A donor story is not simply a profile. It is not a summary of generosity. It is an invitation. When done well, it allows the reader to see themselves in the life of another donor and quietly think, “I could do that.” Planned giving is rooted…

  • From Law to Legacy

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    by

    utahlaw1976
    in

    Many years ago, as a nervous 25-year-old law school graduate, I stood in the Supreme Court of the State of Utah with a group of newly minted attorneys. We raised our right hands, recited the oath, and were welcomed into the profession. Later that day, we repeated the ceremony in federal court. I left those…

  • Planned Giving is a Foreign Language

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    by

    utahlaw1976
    in

    Planned giving is a foreign language. Not because it relies on obscure, technical terms, such as charitable remainer trusts, gift annuities, values, heritage, legacy. It most certainly does employ those terms (more on this in a later post). No, planned giving is foreign to most major gift officers because of what it speaks to: a…