Words that Work in Planned Giving - RECORDING

Words that work: What surveys from 12,000 people tell us about the words and phrases that encourage planned giving

How do you ask for a bequest gift?  How should you describe a complex gift to generate the most interest? This presentation shares results from a series of recent surveys uncovering the words and phrases that work best to encourage interest in planned giving.  Dr. James begins with an overview of the neurological processes that drive charitable decision-making and explains how these processes link to the survey results on optimum word choice.  Learn practical, scientifically-based approaches that will increase your effectiveness in communicating about planned giving.

Presented by: Russell N. James III, J.D., Ph.D., CFP®

Originally broadcast on January 28, 2015


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