Legacy Narrative

Tag: planned giving techniques

  • What Makes a Good Donor Story?

    —

    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…

  • Planned Giving is a Foreign Language

    —

    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…