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LIFE-LEGACY-Tips-for-Conversations-During-COVID.pdf 

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Tue September 01, 2026 11:36 AM

The document provides essential tips for organizations looking to engage in legacy conversations with their members during the COVID-19 pandemic. It emphasizes the importance of checking in with individuals who have been active and supportive during this time, while also being sensitive to their personal circumstances. The guide encourages a conversational approach that focuses on gratitude, listening, and understanding the impact of the organization on the prospect's life, all while adapting to the new normal of virtual interactions.%0aThe document outlines a structured conversation guide that includes recognizing the changes brought by the pandemic, discussing the organization's adaptations, and inviting prospects to consider leaving a legacy gift. It stresses the importance of listening to responses, addressing concerns, and maintaining a connection regardless of the outcome. The document concludes with a reminder to express gratitude through follow-up communication, reinforcing the relationship between the organization and its supporters.

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LIFE-LEGACY-Tips-for-Conversations-During-COVID.pdf   163 KB   1 version
Uploaded - Tue September 01, 2026

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