Bonus Materials

Download a PDF copy of the Slides

How to Ask for a Planned Gift

There are many taboo subjects in our world. Death is certainly at the top of the list. But ask any pro what a conversation about planned giving is about and they will unanimously tell you it’s about living, leaving a lasting legacy, and impacting the world, even after one has passed. But how to have this conversation?

Join Fundraising Master Carol Weisman to learn:

• Who to ask
• How to ask
• The questions to ask
• The words to use
• Who you might take with you
• …and the phrase that pays

About the Presenter: Carol Weisman

Carol Weisman is the president of Board Builders. For 26 years she has led workshops and retreats, and been the keynote speaker, all over the world. Carol is the author of 11 books, has served on 40 boards and has been president of nine. When she is not training or writing, she tap dances…and her shoes are orange.

Note from Brian: I recently had the treat of watching Carol bring the house down as the keynote speaker at a conference we both attended. It was electrifying, funny, passionate, and insightful. Don’t miss your opportunity.