When going into a meeting with someone who you want to introduce legacy giving to, do you have a “legacy opener”?
By that, I mean a question that challenges your prospect to discuss their feelings about their legacy with your organization.
In a mere few words, you can set in motion all of the thoughts and feelings that lead to a planned gift.
Sounds easy?
Hey readers – if you have an approach to getting your prospects to open up about how they envision their legacy gifts with your organization, please share!