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Building Donor Relationships (Module III of Planned Giving in a Box) includes everything you need to systematically build donor relationships, including tools, tips and templates.
All the guidance and forms you need for:
This module is perfect for the executive who understands that planned giving is a people business. It’s a compelling, donor-centered toolkit with an “Outcomes-Based” guiding principle.
It gives you the tools and steps to allow you to proactively talk to the right prospects in language they both want to hear and understand so that they make a planned gift. Use these effectively along with some of our other tools, and over time it will help you become a professional gift planner.
Planned gifts do not happen by themselves. You must be proactive.
Summary of Module III (PDF) and list of all the forms you need in this module.
The Box is now available with LegacyPlanner™ and LegacyOrganizer™
Cash is down, bequests are up. Motivate your donors to plan their will and invest their legacy in the cause they support the most.
Because organizations jump directly to complex gift vehicles without putting their own house in order.It is a crucial and easily-overlooked step that helps ensure long-term success.Viken Mikaelian, CEO/PlannedGiving.Com • Brian Sagrestano, JD, CFRE • Meredith Sossman, Esq, CFRE • Camilyn Leone, JD, CFRE
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Reach out! We look forward to hearing from you.
We value your privacy and keep your
information private. We do not spam.