Donor Surveys Show You Care

Organizations send donor surveys for many different reasons. Often, they are used to fill some holes in your database, for stewardship, or for lead generation. These are all good reasons, but I’ve got an even better one: Send a donor survey to show you care about your supporters, just as much as they care about your mission.

3 Reasons to Meet Your Planned Gift Prospects (and Donors) in Person

Planned gift prospects are prospects because they have indicated, one way or another, that your organization is like family to them. If they didn’t, you wouldn’t dare mention a bequest to that person, essentially asking for a place alongside their own children and siblings. And you certainly wouldn’t ask them for other types of life income gifts. It’s appropriate that you meet in person every once in awhile for a variety of reasons.