I was recently invited by the dynamic fundraiser, writer, speaker and blogger Mazarine Treyz at Wild Woman Fundraising in Austin, TX to come over as a guest blogger and share some of my insights about planned giving.


My starting point for writing was Steven R. Covey's principal that we must first seek to understand, then to be understood. For me, this has become a guiding star'

In my professional practice, I find myself advising individuals about the incredible possibilities that are available for philanthropists to help create a better life and world for others. In order to be able to assist others in this process, I have always felt it important to be an active participant in philanthropy myself and to experience what it is to support the missions of charities that are meaningful to me before offering guidance.

For my guest post, I decided to focus on the experience I had as a gift planner who created a legacy gift. The process took over a year and it taught me some incredibly valuable lessons about how it feels to create a bequest gift. I know that it has created a new understanding for me when I help others who are contemplating this type of gift and I hope my insights might inspire other fundraisers and advisors who haven't joined the legacy gift circle yet themselves to take the leap!

Check out my article at Wild Woman Fundraising!

A special thanks to Mazarine for a fantastic opportunity to share my thoughts with her readers! Her website is full of information about building a fundraising program, online marketing and career managment
 





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