A hybrid position will always hurt either major gifts or planned giving, or both. Proper stewardship depends on separation of the functions.
Learn how to handle and approach a hybrid major gifts and planned giving position.
Without a stewardship plan, you could lose over half of the revenue that you’re currently expecting from planned gifts.
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?