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Often, planned giving programs are started by one person, usually someone with planned giving experience. When that person leaves the organization, so does the program with no one else in the organization fully involved, the program stalls. It’s imperative that you have as many people as possible (board, volunteers, leadership, and the entire development office) involved in the process, participating as planned giving donors and helping you with your outreach, gift acceptance policies, stewardship, whatever makes sense for your situation.

Action Steps:

  • Strive to make planned giving everyone’s business in your organization
  • Share your PG plan and ask people to participate at some level