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Start a Planned Giving Program

Planned giving may sound daunting, but it's a vital step towards securing your organization's future.

Here are three key points to demystify the process.

Start with simple outreach

The first step is easier than you think.

Just ask your patrons to remember your organization in their estate planning.

You can start by placing an ad in your program book or include a checkbox on your membership renewal form.

This gentle nudge alone can make a world of difference.

Provide recognition

It's crucial to separately recognize and appreciate those who've remembered your organization in their estate planning.

Acknowledge their commitment, perhaps with a special donor category or an annual recognition event.

This not only honors their generosity but also encourages others to follow suit.

Maintain a strong connection

Stay connected with your planned giving members.

Meet with them as a group each year to provide updates on your organization's progress and how their support is making a lasting impact.

This personal touch keeps them engaged and informed.

Starting a planned giving program doesn't have to be scary. It begins with simple outreach, recognizing your supporters, and maintaining a strong connection.

By taking these steps, you'll not only secure your organization's future but also build lasting relationships with your most dedicated patrons.


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