The Catholic Fundraiser

Dos and Don’ts for the Planned Giving Fundraiser

Posted by John Jensen, CFP on 5/3/16 8:30 AM

Fundraising success is made up of many things. Once you have identified a donor who finds your mission compelling, you have someone you can cultivate for future gifts of all sorts — or someone you can alienate and potentially lose as a donor. The difference is often, to a large extent, within your control.

Most of the basics of general fundraising apply also to planned giving fundraising, but a greater attention to the donor lifecycle is required. And (sometimes more complicated) noncash gifts can be especially important. Because the basics are so critical to fundraising success, it is a good idea to periodically step back and examine the details of how you are interacting with your donors.

Don’t let concerns about your lack of technical expertise be an obstacle to having conversations about noncash gifts. 

In most cases, you will be talking to a donor about making a gift that is simple to understand, such as a bequest or a gift from what may remain in a retirement plan. For more complicated gifts, your role is to generally describe the possible benefits and to interest the person in discussing it with a colleague or advisor.

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Topics: Donor Development, Nonprofit Galas, Planned Giving