If my name were in your database, it would be flagged as an ideal planned giving prospect. Why? I’m over 60. I own a business and real estate (which can be planned gifts). I have no kids. I give annually to a number of charities.
Congratulations! You secured the biggest donation of your career! Your passionate presentation aligned perfectly with the donor’s desire to do some good. But a month later, your cheesy grin has melted. Deidre hasn’t paid up.
In our youth obsessed culture, it’s easy to forget about old people. Old people often have old things. Old furniture, old jewelry, old stuff. And… old investments.
It may be clear that planned giving is worth the time and investment. But how does one begin to develop a planned giving program that will lead to major gifts down the line? Can receiving planned gifts and eventually, major gifts, actually be that straightforward? Here are some simple steps for building a planned giving program that will allow your nonprofit to win big in the future.
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