Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Executive Vice President Ron Smith, FCEP, on the topic of identifying good planned giving prospects. In this podcast, they will cover the following points, and more:

1. How do you find really good planned giving prospects?

2. What does a planned giving prospect look like?

3. What are some of the characteristics, lifestyles, indicators that make up good prospects?

4. What groups of people are more likely to give? Business owners? Singles? Volunteers? Physicians? Employees?

5. Don’t let certain historical data misguide you: what’s the significance in annual giving versus lifestyle and giving history?

6. Are there things that we can do with retirement accounts that can really make a difference?

7. What are three really important questions individuals have to make before they give a major gift?

DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics.

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