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Before making any major or planned gift, donors have to answer key questions about inheritance strategy and their own financial sustainabilty. Concerns about leaving significant amounts of wealth to the next generation have always lurked in the back of donors’ minds. What we are seeing over the last few years is increasing donor anxiety over what they will need for the rest of their lives. Whether that is good news or bad news for planned giving has a lot to do with leadership philosophy and perspective. Continue reading