By Randy Fox
While it may seem obvious when looking for planned gifts, who you’re talking to is really important. That is, the client’s age and their gender should help you craft your conversation for a number of reasons.
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Women are different than men in their giving and younger people are different than older people in how they approach their giving. It is important to create a different message depending on who you’re talking to about giving. Much has been written about how millennials are reshaping giving and, as advisors, we should be paying close attention to our approach to different populations.
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