The primary role of development professionals is to build strong relationships with donors and help them connect their philanthropic goals with their organization’s mission. One of the most effective ways to achieve this is by offering donors the opportunity to make planned gifts. Here are three steps to get started today!
1. Make it Easy for Donors
Provide clear, accessible and consistent information on how to include your nonprofit in their estate plans. Focus on beneficiary designation gifts like bequests, appreciated securities, retirement plans, IRA rollovers and insurance policies. Offer sample bequest language and donor recognition programs to encourage participation
2. Incorporate Planned Giving into Fundraising Efforts
Ensure planned giving is a key part of your annual appeals, events, and donor stewardship strategies. Feature legacy stories in newsletters, websites, and donor testimonials to inspire and educate others.
3. Build Meaningful Relationships
Planned giving is deeply personal. Engage in thoughtful conversations with donors to understand their values and long-term goals.
Planned giving is an essential component of sustainable fundraising.
As a development officer, you play a critical role in helping donors leave a legacy that aligns with their values while securing the future of your organization. By fostering strong relationships and integrating planned giving into your donor engagement strategy, you can inspire transformational gifts that make a lasting impact.
Have a planned giving project on the horizon? Reach out for a discovery call.
