Planned giving is simple. It takes time and cultivation to get your donors and
prospects to consider naming your organization as a beneficiary. Demystifying some
complexities and misconceptions is a critical but necessary part of the process. The
first step is to get them thinking about planned giving and to remind them that your
organization is willing, ready, and able to accept planned gifts. Invite them to consider
naming your organization, and open the door for them to start a dialogue on the
topic or continue the conversation.
