Ep. 6 Above The Line First: A Smarter Way To Talk Planned Giving with Joe Tumolo
Planned giving conversations often start in the wrong place with technical gift vehicles instead of genuine human connection. In this episode of Money to Give, Rick Peck sits down with planned giving expert Joe Tumolo to explore why fundraisers should focus on building relationships first before diving into the mechanics of charitable trusts, bequests, and other planned giving tools. Joe shares his philosophy of staying “above the line,” meaning fundraisers should prioritize listening, curiosity, and rapport with donors long before discussing specific giving strategies.
Rick and Joe walk…
The skinny
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