Renee Kurdzos's guest appearances

Renee Kurdzos

The Philanthropy Works Podcast

David Lawrence

Andrew Brown

Peter Drury

Gail Perry

Cecilia Hogan

Sarah Hopper

OwlTail

Renee Kurdzos is a 15-year veteran fundraiser and planned giving specialist with the American Red Cross of Western Washington.  In this 18-minute call, we talk about ways that you can incorporate a planned giving conversation into a visit with any donor. In the call:  Renee makes a point of noting that we should not make assumptions about our donors and their situations based simply on their past giving. (beginning of the interview)    I ask Renee if you should try to have planned giving or non-cash giving conversations with your donors if you're not sure you will be able to answer all their questions. (hear her answer around the 4:30 mark)   Listen as she talks about her first experiences asking more asset-based and planning type questions of her donors. (around 6:45)   We talk about what you can expect when you start to ask donors about their personal financial situation. (at 8:45)   How can a fundraiser in a small, cash-strapped organization get the support of their supervisors and board members to begin to work like this with donors? (listen at 12:10)  For more on this topic check out Estate Planning: Starting the Conversation and this course, Introduction to Gift Planning. 

<p><a href="https://www.philanthropyworks.org/profile-contributor/151" rel="nofollow" target="_blank">Renee Kurdzos</a> is a 15-year veteran fundraiser and planned giving specialist with the American Red Cross of Western Washington. </p> <p>In this 18-minute call, we talk about ways that you can incorporate a planned giving conversation into a visit with <em>any</em> donor.</p> <h2>In the call:</h2> <ul> <li>Renee makes a point of noting that we should <a href="/never-assume-they-know" rel="nofollow" target="_blank">not make assumptions</a> about our donors and their situations based simply on their past giving. (beginning of the interview) </li> </ul> <ul> <li>I ask Renee if you should try to have planned giving or non-cash giving conversations with your donors if you're not sure you will be able to answer all their questions. (hear her answer around the 4:30 mark)</li> </ul> <ul> <li>Listen as she talks about her first experiences asking more asset-based and planning type questions of her donors. (around 6:45)</li> </ul> <ul> <li>We talk about what you can expect when you start to ask donors about their personal financial situation. (at 8:45)</li> </ul> <ul> <li>How can a fundraiser in a small, cash-strapped organization get the support of their supervisors and board members to begin to work like this with donors? (listen at 12:10)</li> </ul> <p>For more on this topic check out <a href="/gift-planning-field-guide/estate-planning/estate-planning-starting-conversation" rel="nofollow" target="_blank">Estate Planning: Starting the Conversation</a> and this course, <a href="/guided-learning/introduction-gift-planning" rel="nofollow" target="_blank">Introduction to Gift Planning</a>. </p>

Having a Planned Giving Conversation with Renee Kurdzos