by Tom Wilson Major Gifts Guru
I do so much interviewing of people that when The Major Gifts Report called to interview me it was very interesting. The shoe was on the other foot.
I did get the lead article in September 2009 issue: "Refine Techniques for Approaching Heirs of Inherited Wealth."
Here are 3 points from the article about listening to inherited wealth's attitudes toward their money:
- What is the heir's role when it comes to the inheritance? Does he/she want to guard it, share it, or grow it?
- Is the heir the first person in the family to potentially guide family philanthropy, or does a legacy of giving already exist? Is a family foundation in place? Who are the trustees?
- What are the heir's interests? Where do his/her passions lie? How are heir's intentions for wealth similar to or different from whom he/she inherited it?
Permanent Link: Fundraising from Inherited Wealth
http://majorgiftsguru.com/2009/08/fundraising-from-inherited-wealth.html
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