A successful planned-giving campaign takes it slow, nrturing relationship with older donors that will far outlive their immediate cash-generating years.

By Mark Walker

8. Once a donor has the organization in his or her will, identify other estate-planning needs and opportunities through direct marketing and personal contact, and work with the donor’s financial planners and lawyers to develop deferred gifts. Donors should be motivated to make their “once in a lifetime gift” while they’re still around to enjoy its impact.