Estate conversations

Field note 01

Ask before restricting a gift

Prepare a clear conversation about purpose, acceptance and practical conditions before proposing a restricted gift.

Field note 02

Prepare a simple records folder before your first estate meeting

One dated folder, one question list and one review date make a first meeting with a professional calmer and much shorter.

Field note 03

Questions before considering a donor-advised fund

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

Field note 04

Prepare for an estate-giving conversation

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