Amid the chaos of uncertainty, focus on the one thing that you can control: working the strategic plan you have for each of your donors.
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.