Planned Giving Conversations for Portfolio Managers

Through the Higher Ed lens

Running the portfolio legacy review against an alumni caseload usually surfaces the donor this module describes precisely: someone who has given steadily for fifteen or twenty years, whose current gift the portfolio manager has already secured, and who has never once been asked how they would like to be remembered. A blended ask works especially well tied to a named scholarship, a current gift for immediate students plus a bequest that keeps the fund growing after the pledge ends, since alumni already understand a scholarship outliving any single class's giving. Coordinating with a donor's financial adviser here is common and usually smooth, since alumni advisers are frequently other graduates themselves.