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:
5 Reasons Why We Love Mid-Level (And You Should Too!)
Tips to Better Serve Your Donors
Fifteen Questions to Help You Go Deeper with Your Donor (re-release)
How to Approach Fundraising When Your Mission Doesn’t Fit in a Neat Box
Moving Out of a Membership Mindset
Keep, Lift, Move: The Three Objectives of a Successful Mid-Level Program
Supporting Black & Brown Fundraisers in the Non-Profit Sector
How to Take Your Org From Transactional to Relationship-Based Fundraising (Webinar Replay featuring The American Cancer Society)
How to Be a Champion for Organizational Change
What’s Holding You Back From Investing in Major Gifts?
Does ‘The Veritus Way’ Work for Smaller Organizations?
How to Make the Case for Admin Support
Do You Need a Legacy Society?
The Impact of a Toxic Workplace
Creating Collaboration Between Capital Campaigns and Major Gifts
Get Your Donors Close to the Need
5 Things Fundraisers Need to Do Next Week
The Confidence to Have Tough Conversations
The Importance of Presence
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Social Dallas Podcast
Change Church Podcast
Capital Decanted
Nonprofits Are Messy: Lessons in Leadership | Fundraising | Board Development | Communications
We Are For Good Podcast - The Podcast for Nonprofits