Don’t Let a Planned Giving Lead Gather Dust in the Corner
You owe it to your donors to staff your planned giving program so that every donor gets appropriate follow-up.”
You owe it to your donors to staff your planned giving program so that every donor gets appropriate follow-up.”
What is true? What is real? In major gifts we get so focused on getting the money that we hardly stop to figure out who we should be relating to.
Wealth screening is useful to major gift fundraising programs, but there are challenges. And remember, you can always ASK the donor!
When you stick to the donor qualification process, you’ll eventually break through and see that it was all worth it.
Qualifying donors is hard, and it’s easy to avoid the process. But you’ll be so much better off once you finish!
When you first reach out to donors, their responses (or lack thereof) can be discouraging. But once you move past this stage of qualifying, it will seem worth it.