Using Money Scripts to Connect with Your Planned Giving Donors

Using Money Scripts to Connect with Your Planned Giving Donors

Money Scripts help to uncover a person's closely held beliefs around money. Examining the narratives or "scripts" that a donor operates under when it comes to finances can be extremely valuable when looking to uncover what fears and hopes a donor may be looking to achieve with their gifts. We will dive into the four dominant Money Scripts, how they show up in different client situations, and how to navigate different prototypes to help coach these clients to philanthropic fulfillment.

Andrew Tudor | Alchemist Wealth

Tuesday, May 2 | 1:30pm-2:30pm

Gooch C

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