On this podcast episode, Jeff, Richard, and Bob have a conversation about best practices for donor stewardship in planned giving.
Should you have a legacy society as part of your planned giving program?
Don’t worry about donors who left 3-5 years ago; spend time keeping other current donors from leaving, too.
The three legs of a mature and productive planned giving program are lead generation, fundraising and stewardship. How are you staffing them?
It’s so important to stay in touch with your donor and counter the natural tendency for relationships to decline.
Donors’ giving patterns can get in a rut if we let them. We need to challenge them to change.