After training on the basics, your staff will open more planned gift convos with fundraising prospects and potential donors.
Pay attention to your boomer donors. Promote planned gifts to them. You can’t assume estate gifts will come from your loyal lifetime donors. You need to ask for them.
I’ve got a free webinar on the basics of getting your Planned Giving program started for small- and mid-size nonprofits. There’s a lot you can learn and there’s a lot you can do to kickoff your program. We’ll cover types of gifts; best prospects; marketing; resources; and answer your questions. It’s hosted by Perlman+Perlman.
There’s a lot that small- and mid-size nonprofits can do to start Planned Giving and have a very respectable program going forward. To kick off your campaign, promote and market bequests, then you might include the IRA rollover and life insurance.
This is the podcast I produce for The Chronicle of Philanthropy. It’s a monthly, 10-minute burst of savvy fundraising tips from expert guests. This first round-up includes strategies on donor cultivation; tricks for #GivingTuesday; Planned Giving; and corporate foundation giving.
- Putting Yourself In Your Donors’ Shoes with Caryn Stein from Network4Good
- Creative Ideas for Giving Tuesday with Asha Curran at 92nd Street Y
- Simple Ways to Boost Planned Giving featuring Claire Meyerhoff with The Planned Giving Agency
- 3 Rules to Getting Gifts From Big Corporations with Tim Hanlon from Wells Fargo Foundation