Obstacles Ahead: Dealing with Objections to Planned Giving

Obstacles Ahead: Dealing with Objections to Planned Giving

Date / Time: October 19, 2020 12:00 am

Gift planning, planned giving, legacy gifts … no matter what terms your organization uses to define gifts received as part of an estate settlement, there’s often objections to planned giving and trepidation surrounding these. This may lead fundraisers to shy away from discussing the opportunity with donors.

However, this decision could cost your organization. In the next two decades, Baby Boomers will transfer an estimated $30 trillion in wealth. While these donors are considering plans for their assets to plan for family needs, they are also likely considering how to leave a mark on the organizations and causes which have been meaningful during their lifetimes.

So, you’ve decided you are going to press on. You know the long-term success of your organization depends on it. You ask a donor if they have considered your organization as part of their legacy.