Have You Heard This?

Something to think about ...

Are you asking big enough questions?

Have you heard the following from any of your donors or prospects recently?

  1. All my assets are tied up or illiquid.
  2. All my planning is done.
  3. I’m retired and living on a fixed income.
  4. I’m saving for retirement.
  5. I’m helping my parents/siblings/spouse/partner/adult children.
  6. I want to leave as much as possible to my heirs.
  7. I will be able to make a nice gift after I sell my business or land.
  8. I want to handle the investments; I’m better at it than your organization.

If you have heard such comments, did you have ready responses that helped move the conversation forward?