On Sunday, March 8, we woke up to the start of Daylight Savings Time, bringing us much-needed additional hour of sunlight and longer days. Now that we all have extra “time,” it’s the perfect opportunity to review to evaluate planned giving program and determine the effectiveness of your processes.
How would you answer these questions?
Do you know who your planned giving prospects are? [ ] Yes [ ] No
Updating your donor data (especially an annual deceased append) will help identify those most likely to make planned and major gifts.
Does your staff have the training they need to identify and secure planned gifts? [ ] Yes [ ] No
Attending industry conferences and getting online training through webinars is a good way to keep up to date on happenings in the nonprofit world.
Are you effectively communicating with your planned giving prospects? [ ] Yes [ ] No
Sending a mixture of print and digital targeted communications can uncover donors interested in making current and future planned gifts.
Are you doing a good job telling your story? [ ] Yes [ ] No
Adding donor stories to your planned giving newsletter, website and annual report shows your donors “they can do it too.”
Is your current marketing strategy working? [ ] Yes [ ] No
Having an outside set of eyes look at your past planned giving revenue may uncover strategies and processes that need improvement.
Are you developing targeted print and digital communications? [ ] Yes [ ] No
Sending the right content, to the right audience, at the right time can help shore up your planned giving pipeline.
If you answered “No” to any of these questions, Sharpe Group can help! From data services to coaching/training, to program assessments to content creation, we have a team of planned giving experts who can provide you with the level of support you need for success.
