You can’t take on the entire tree when you start your Planned Giving program. Work like the tree surgeon, branch by branch.
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.