After training on the basics, your staff will open more planned gift convos with fundraising prospects and potential donors.
In talking to donors and potential donors to your Planned Giving fundraising program, it helps to be aware of the history and culture those folks grew up with in the mid to late 1900s. At least be curious about that period. Start with Abbott & Costello.
My thinking about mom’s death has evolved. Also, shots of my neighborhood, post-Florence.
Video: You Will Join This Club
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.
My top tips for your Planned Giving fundraising program. How to start and what you need for success.