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Building a thriving planned giving program without some level of commitment from the board is extremely difficult. Like outright giving, we should strive for 100% board participation with planned giving. While I have never seen 100% participation, we should still strive for it.

Action Steps:

  • Make sure planned giving is a part of every board and development committee meeting.
  • Have someone speak at a board meeting about the opportunities for and importance of planned giving.
  • Meet one-on-one with all board members and ask them to make a planned gift
  • Have board members make thank-you calls to loyal donors. Super easy and super effective.