If you think linearly with your caseload donor and the plan you have for her, you’ll miss a lot of opportunity for engagement.
By having a solid plan for the 4th quarter, you’ll be free to be creative and you’ll know exactly what you should do with your donors.
Without a stewardship plan, you could lose over half of the revenue that you’re currently expecting from planned gifts.
Every successful Planned Giving Officer has a strategic plan in place for each donor, designed to build trust between the donor and the organization.
When this crisis eases, let’s not go back to trying to meet a monthly metric. Let’s focus on meaningful connections that build relationships, instead.
Having the right moves is so critical to success in major gifts. We know this! But, too often, we just put our hands out and go for the money.