143 - "Do Your Giving While You're Living!" (Planned Giving, Gift Acceptance Policy, Estate Planning): Tara Doyon

Rhen is again joined by Tara Doyon, director of operations and senior consultant for Petrus, in this week's episode of the Petrus Development show.  Tara and Rhen broach the potentially intimidating topic of planned giving, and they work to make the idea of planned gifts more accessible for fundraising professionals.   The primary lesson that Tara and Rhen share in this discussion is that fundraisers don't have to be the planned giving experts.  On the subject of planned giving, it's best to know the basics.  Beyond that, fundraisers simply need know which community experts can offer assistance with the specifics.  The most important thing that fundraisers need to do regarding planned giving is to find ways to start the conversation with their donors.   In this episode, Tara and Rhen answer the following questions:What is planned giving?  What are typical types of planned gifts?Who are top planned giving prospects?  Who should you be talking to about planned gifts?How do we encourage planned gifts?What is a gift acceptance policy and why is it necessary for your organization?As Rhen mentions at the end of the episode, Petrus created a free planned giving cheat sheet to help you get the planned giving conversation started.  If you'd like to receive this resource, please click here for more information.