How to Approach Donor Stewardship in Planned Giving

2022-05-24

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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 rep...

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…

How to engage your planned giving donors so that they feel connected to your organization in the years to come
How to show the future impact of a gift, when you can't actually show the donors their gifts in action
Creating a stewardship plan that includes a process for thanking and recognizing legacy donors
Reaching out to planned giving donors to reconfirm their commitment

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.

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