
Fifth Deadly Sin of Planned Giving: Marketing from a Distance
Bringing in new leads and leading those donors to making a plan gift needs to be strategic, intentional and personal. Here’s how we break it down:
Bringing in new leads and leading those donors to making a plan gift needs to be strategic, intentional and personal. Here’s how we break it down:
Every successful Planned Giving Officer has a strategic plan in place for each donor, designed to build trust between the donor and the organization.
A Planned Giving Officer’s work is to build relationships with donors through meaningful connections. You can’t do that with a portfolio full of donors who really just need thoughtful stewardship.
Do you know how effective your planned giving lead generation is, along with your follow-up?