This might seem very basic.
I had the good fortune in the first week of my professional philanthropy career to literally sit at the feet of the master. I attended a Hank Rosso Fundraising School session in Minneapolis where I had the good fortune of speaking with him directly over the coarse of a week workshop.
Hank's advice was always, "The first gift to any campaign is yours." Americans in their DNA know if someone has "put their money where their mouth is." So yours is the first gift to any appeal that you make including estate and planned giving.
Yours is the first planned gift to your organization in your new post.
Go through the estate planning process first before you go out and talk with people so that you know what they will go through. Plan your planned gift to your organization. Either a bequest or beneficiary designation works fine.
Then you can look people in the eye and say that you have already have done this kind of gift.
peace+
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