Whether you’re a community foundation sharing grant outcomes, a nonprofit reporting program results, or a university connecting scholarship donors to students, the moment your donor hears from or about the person their money reached is rarely given the strategic attention it deserves.
You Don’t Need to Be a Planned Giving Expert to Talk About Planned Giving
Planned giving can seem complicated. But you don’t need to be an expert in planned giving vehicles to raise the topic with your clients.
The Best Way to Approach a Donor for a Bequest? Build a Relationship First
Donors consider a bequest for a variety of reasons: their legacy and gift impact, life events, tax benefits, enhanced institutional connection, empathy for a cause they love … but in the end, it’s all about the relationship.