A recent client success reminds me that these non-charitable trusts can be valuable for your charity’s Planned Giving program.
Here are my tips for working with—and helping—a donor’s grieving relative when they contact you. This is a part of Planned Giving fundraising and you want to remain professional.
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.