Several months ago I had a conversation with a donor who supports an organization that I am close to. He has committed to make a bequest in his will. Since he was retired, we talked about his current situation, his health, and how he spending his time. The conversation eventually came around to his financial condition and he mentioned the desire for more current income. I showed him how he could increase his current income by making a deferred gift that would produce tax favored income as well as a current income tax deduction. the result was that he received a current benefit as opposed to a making a future gift through his will. Many times, a discussion about current donor circumstances can lead to favorable outcomes for both supporters and for the organization. That is why I feel it is important to invest in the donor relationship more intimately.
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