Donor Motivations for Estate Planning: How Large Legacies Are Formed

Donor Motivations for Estate Planning: How Large Legacies Are Formed

Featuring: Thomas W. Cullinan, J.D., FCEP (2019)
Run time: 60 minutes

Discipline and awareness are key elements in helping donors realize their charitable legacies. In this one-hour webinar, Tom Cullinan, Senior Vice President and Regional Manager at Thompson & Associates, teaches you what to do, what not to do and provides tips for profiling prospective givers based on their personal motivations.

View this webinar to:

  • Understand the potential of using hands-on charitable estate planning
  • Focus on the life situations and relationships that produce the best prospective givers
  • Explore seven types of major gift donors and their self-expressed motivations for giving
  • Keep the main thing, the main thing (it's the main thing)

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One of the best webinars I've attended in a long, long time. Informative without being a thinly disguised sales call. I can't wait to get access to the slides and the recording!

Lori Rassati, Vice President for Development & Relations, Athenaeum of Ohio