Log in

Log in

Planned Giving Resource - PAPPA: A Framework for Donor Visits

07 Apr 2023 11:12 AM | Anonymous member (Administrator)

Led by Jon Kraus, Executive Director, Gift Planning, University of Denver

Jon led the ILD through the process of identifying which of your donors may be interested and well positioned to make a planned gift. We're happy to highlight one resource he shared from TIAA Kaspick. Their acronym provides a summary below. Keeping this framework in mind will help you think about who your donor is, what they value and support, their assets, future plans, and financial planning/management. Learning about each aspect will help you steward your donor towards the gift that will make the greatest impact and honor their values. 


Sign up for Email Announcements and Updates!

Institute for Leaders in Development
at University of Denver

University Hall 301
2197 S. University Blvd.
Denver, CO 80208


Powered by Wild Apricot Membership Software