After a long career in any field, strange things tend to happen creating teachable moments resulting, hopefully, in lessons learned. This comedic jaunt through the always funny topics of death and taxes is designed to help us laugh at our strange profession, generally, and at my wince-inducing personal stories more specifically. If you learn something profound and life-changing in the eight vignettes, however, it will be completely by mistake. My only goal is to break into the elite club of the top 10 planned giving comedians.
Professor, Department of Personal Financial Planning
Texas Tech University
This presentation shares results from the series of surveys uncovering the words and phrases that work best to encourage interest in planned giving. Learn practical, scientifically-based approaches that will increase your effectiveness in communication about planned giving.