Adaptability and creativity are a big part of successful gift planning. Detail-oriented and organized. These characteristics are crucial to trust-building. Promises must be kept. Phone calls must be returned promptly.
Donors appreciate it when meetings start on time.
Self-reliant, mature, professional, confident . It's best to hire someone who, through appearance, demeanour and action, makes a positive impression on donors and allied professionals such as lawyers, accountants and trust officers. Have knowledge, will travel. Knows or is willing to learn the types of planned gifts, basic knowledge of the tax system, estate administration procedures and marketing. There are excellent gift planning courses, books and newsletters available in Canada.