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For Impact | The Suddes Group

Daily Nuggets: A For Impact Blog

Planned Giving – Be Proactive and Keep it Simple


For most organizations, Planned Giving is largely a reactive and complex conversation. It needs to be proactive and simple.  

When using our For Impact TODAY/TOMORROW/FOREVER Funding Model, the beauty of having a complete funding model as part of your presentation is that it you are always able to talk about Legacy/Planned Gifts.

Instead of trying to figure out HOW to get into a conversation about estate planning you can simply say, “We talk to EVERYONE about ways to have an impact here, FOREVER.”  (Visually referencing a complete funding model.)

In terms of simplicity, there are people out there that understand all the modes and vehicles for planned giving… they’re called estate lawyers and accountants!!  

You (as a salesperson) don’t need to know all the mechanics. In our (simple) approach there are only three ways to make a planned gift:

  • Assignment of a life insurance policy
  • Bequest (will)
  • Other

‘Other’ includes all those ‘other’ complicated financial arrangements (including gift annuities) that we can pass off to an expert.

I really don’t believe this is oversimplification. As a salesperson your job is to present the opportunity to have an impact, FOREVER.  97% of the time they have their own accountant, lawyer, or insurance agent that can help them with the mechanics of the gift!

Keep it simple!