There are many ways to increase your planned giving leads. Most clients inquire about their marketing strategy or specific tactics, such as newsletters, emails, ads, inserts, and targeted mailings. While using these self-identifying techniques are an important part of any marketing program, they are only part of the picture. Your most qualified planned giving leads come directly from the office - your own development officers and board members. I like to ask our clients about their relationships with their peers. Yes, conversations with colleagues can be more difficult than updating your website, but anything worthwhile is never easy.
To help you educate your board and volunteers about bequest giving, we’ve written an article with a list of frequently asked questions and their answers. Customize the language in the included handout for your organization and share away.