by dsher | May 30, 2023 | Uncategorized
If you are going to start or grow a planned giving program with intention, the first thing I highly suggest you do is join the legacy society yourself. After all, how can you expect others to join if you are not a member? Once you are a member, it changes the...
by dsher | May 9, 2023 | Uncategorized
Your donor’s first planned gift intention does not have to be the last. You would never think about asking a donor to make a major gift and never asking them to make another. But how many times do fundraisers do that with planned giving donors? They thank their donor...
by dsher | Apr 18, 2023 | Uncategorized
The best time for an individual to consider gift planning to create a future gift often comes as a result or in contemplation of a significant event or life transition. Life-triggering events include: International travel Inheritance Job/career change Sale or transfer...
by dsher | Mar 28, 2023 | Uncategorized
For many of our donors, the start of a planned giving conversation can be as simple as thanking the donors for their loyal support, asking them why they are so loyal, and then asking them how they would feel about a conversation involving other ways to support your...
by dsher | Mar 7, 2023 | Uncategorized
In their book The Right Side of the Table, Scott and Todd Fithian suggest fundraisers draw a metaphorical line to differentiate between the types of conversations with donors and the overall approach to planned giving. They encourage fundraisers to see philanthropy...
