For your organization to continue to grow, you need to invest in an organized program for identifying and stewarding planned gifts. Planned giving is an essential part of relational fundraising, yet so many fundraisers avoid it simply because they don’t have a system that supports them to engage donors in this way.
So for this podcast episode, we’ll be talking about the three legs that make up a successful planned giving program. Listen in to learn how to build a program that will support your fundraisers in securing more planned gifts for your organization’s mission.
Show Highlights: In this episode, you’ll learn about…
How we define the three legs of planned giving, and where these areas can support each other
Organizational division of labor for these functions – whether you have a distinct position for each role, or one person who manages them all
What can go wrong when an organization is not properly supporting all three areas of planned giving
Opportunities for collaboration between major gifts and planned giving
What to Do When You Inherit a Caseload
Mapping the Donor Journey: A Pipeline Health Checklist
How to Get a Donor Meeting Back on Track
Celebrating Women in Fundraising, Featuring Yolanda F. Johnson
Yes, You Do Need to Ask All Year Long!
Working From Your Energy: Bringing Your Best Self to Your Work With Donors
Finding the Right Job: Tips from a Non-Profit Recruiting Expert
How to Get Yourself Transitioned into the New Year
How to Be an Effective Non-Profit Leader and Manager
An Interview with the American Brain Foundation
How to Meaningfully Transition a Donor Relationship
It’s Time to Move on From Moves Management
How The Veritus Way Changed Our Work with Partners: An Interview with the East Texas Food Bank
How to Talk About Fundraising Within Your Organization
The Basics You Still Don't Have Down
How to Be More Efficient in Your Year-End Planning
Re-Release: What’s Holding You Back from Investing in Major Gifts?
Can We All Just Get Along?
Re-Release: Five Things Every Fundraiser Should Do in the Summer
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