Happy New Year! I’ve got 4 simple essentials for you to get started with Planned Giving fundraising in the new year. Plus a reveal about my next video for our new decade.
Get your board involved in your Planned Giving program. They can make their own gifts and help you secure other donors. Your board members also have fiduciary and legal oversight responsibilities.
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.