Many non-profits feel that once they’ve secured a planned gift from a donor, their work is done. There may not be any plans for follow-up or intentional cultivation of legacy donors after the gift is committed.
Yet, we know that impact reporting is essential to donor retention. And this is no different for planned gifts. Keep in mind that 50% of donors are going to change their wills in the final years of their lives, often removing provisions for organizations who they’ve lost touch with.
So, how do you report on the impact of a future gift? How do you effectively steward your planned giving donors so that they stay engaged with your mission?
On this podcast episode, Jeff and Richard are joined by Bob Shafis, our Director of Planned Giving Services, for a conversation about best practices in legacy donor stewardship. Learn how to build a plan to help your donors remain connected to your organization with confidence in the difference that their gift will make.
Show Highlights: In this episode, you’ll learn about…
Veritus Group is passionate about partnering with you and your organization throughout your fundraising journey. We believe that the key to transformative fundraising is a disciplined system and structure, trusted accountability, persistence, and a bit of fun. We specialize in mid-level fundraising, major gifts, planned giving, developing compelling donor offers, and strategic leadership and organizational development. You can learn more about we can partner with you at www.VeritusGroup.com.
Additional Resources:
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
The Three Legs of a Successful Planned Giving Program
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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