So you did some great marketing and you met with a bunch of folks. You did your job well and 5 (…or 50… or 500) people said that they left your organization in their estate plan.
Next step: Confirm it?
I’m not so sure. Why not spend more time doing the following and less time trying to “confirm” the gift?
And most of all, see if you can increase the size of the gift!
I guess I’m saying that gift intentions are nice. But that’s the beginning of the process, not the end. And, it really doesn’t matter if you get a confirmation in writing because many gifts can and will be changed during the turbulent, unstable late stages of the donor’s life.
The key is not to get the confirmation but to steward the relationship properly. Only if you do so will your organization actually get the gift after all.
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