Advice on How to Fetch Major Gifts with Planned Giving

In order to plan an appropriate strategy for each planned-giving or major-gift prospect, you need to know as much as possible about the prospect’s family and personal considerations, business and professional affiliations, financial situation, hobbies, memberships and other interests, writes Quincy, Mass.-based planned-giving consultant Debra Ashton in her new book, “The Complete Guide to Planned Giving: Everything You Need to Know to Compete Successfully for Major Gifts” (Third Edition).