Planned Giving: A Tactful Approach

April 2020

Planned Giving: A Tactful Approach

Many people have approached us for advice about asking for gifts, including planned gifts, which may be particularly sensitive in these times. Below, senior consultant Greer Polansky answers the most commonly asked questions about planned giving and COVID. 1) Is it appropriate to continue planned giving discussions right now? The short answer is yes, for

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