Goal: Obtain the largest gift possible by learning the types of assets held by a prospective donor.
Presentation: A discussion on how a development officer can show a potential donor their confidence in investing and knowledge of appreciated assets, so that the prospective donor feels comfortable talking with the development officer about their asset base.
Result: The officer makes a challenging ask appropriate to the donor's wealth base.
Presented by:
Gordon C. Fraser, MSW
Director of Gifts and Charitable Estate Panning
University of Pittsburgh, 2003-2020