The Three Legs of a Successful Planned Giving Program

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