One of the big COVID-19 fundraising questions is whether it’s a good time for planned giving discussions. Though initially it seemed people were so blindsighted it would be hard to have any discussions about the future, in fact many people have their estate plans on their minds.
I recently sat down with planned giving expert (and Asking Matters in-house expert!) Joe Tumolo to chat and get his thoughts on the topic.
I hope this 12-minute video chat gives you the confidence to put planned giving on the front burner.