While technical knowledge is important in gift planning, it can be acquired. If the right personal qualities are lacking, even the highest level of technical skill is useless. This speaks for itself. Empathy and listening skills . Believes in and knows your cause .
Donors expect no less.
Communication skills . Written and verbal communication skills are important because plainly-expressed information exchange between donor and charity underlies all successful gift planning. Tactful and discreet. Respects others . Successful gift planners work hard to earn the donor's trust.