Today, Ann and I are at the Colorado Planned Giving Roundtable Summer Symposium. We love this gathering of fundraisers and planned giving experts. It’s chock full of incredible content from nationally-recognized presenters. The attendees are dedicated, talented, and welcoming to all!
We’re lucky enough to be presenting a session here called “Jump Start Planned Giving with Limited Resources” for small development operations.
We’d like to share the outline of the session with you. If you have been thinking about planned giving, but don’t know where to start, this might just get you going!
So many organizations we work with want to have a planned giving program, but don’t. They know that planned giving is a way to build deeper relationships with donors and secure income for the future. But, too many fundraisers – especially those with limited staff and resources — feel like it would take too much time and money to even get started.
And indeed, if you had to build a planned giving effort from scratch, it is a lot of work.
How can you find the foothold for planned giving in your fundraising? Here are four questions to explore:
Strategy: How can you integrate planned giving into your existing fundraising strategy?
Case for Support: What’s already happening in your organization’s story that would support the planned giving?
Policies and Structure: What do you already have in place?
Drip, Drip, Drip Messaging: How can you use the communications channels you already have?
Use these four areas to explore your organization’s potential for starting a planned giving initiative from what you are already doing. You don’t need a lot of money or advanced expertise to start asking your donors to support your organization for the long-term. Find your foothold and get started today!