Audience segment insight: The Estate Planner?

Have you ever had a quiet email from an ‘estate planner’… that led to a large legacy gift?”

These conversations often start small usually a nuanced question about their estate.

Estate planners usually manage significant assets, and when they contact you, they’re trying to align financial planning with values.

👉 My advice for legacy fundraisers:

 • Treat every enquiry as the start of a long-term relationship.

• Follow up with openness and clarity.

• Keep detailed CRM notes (create a custom tag for them).

 • Don’t be afraid to involve senior leadership early.

Have you ever engaged with an estate planner? What worked — or didn’t?