The Giving Field

Estate conversations

Preparing questions before arranging a future gift.

Understand the sponsor’s role, read the actual terms and describe the problem you hope to solve.

Bring a clear purpose and a useful question list to the professionals helping with your plans.

The reading room

Look for an undated ledger with room for recipient, purpose, receipt and review notes. An ordinary notebook is enough to begin.

Choose replaceable dividers and a plain cover. Keep private records securely; carry copies of questions to appointments.