Planned Giving: Turning Donor Consideration Into Donor Action

Although this form of the gift may not be as appealing to the donors who are accustomed to the excitement generally associated with large gifts of cash, do not forget to ask for a planned gift from major donors.

* Finally, always remember that the personal insights you gain from donor meetings and calls are often the best information you will get for directing future cultivation strategies. If we meet with more legitimate planned-gift prospects, we will close more gifts. Remember, your best planned-giving prospects are charitably inclined donors; if you are not meeting with them, another nonprofit probably is.