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 Massachussetts-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).