Estate Plan

Estate Planning: Questions to Ask

Let's examine the questions you need to have handy when you sit down with a donor prospect to discuss the possibility of making a gift via their estate plan. Of course, equally important to the conversation is how you frame these questions, and having a handle on what information you can provide that may allow them to consider including your organization in their estate.

1. Is your donor prospect's estate plan current?

Also, be prepared to answer questions from the donor about whether you yourself have a current estate plan.

Estate Plan

It's an unfortunate fact that many (most?) of the charitable donors out there do not have a current estate plan. Sad, but true. At the same time, a gift through a donor's estate is the most logical and frequent source of major gifts.