Hugg’s Monthly Tip: Have you planned for planned giving?

Hugg's Monthly TipHave you planned for planned giving? I’ll go out on a not-so-long limb and say that most nonprofit managers (even fundraisers) wake up in a sweat when they hear the words “planned giving.” Too bad. Planned giving can be your best friend, especially if you have any kind of track record in direct mail solicitations. Planned giving isn’t about understanding complicated tax law, it’s about understanding how to relate to people at a deep enough level so that they trust you with their eternal legacy. And you know who usually makes planned gifts? Long term annual fund donors. Time to check your pledge cards and web site. Do your donors know that your organization can go in their will?

 

One thought on “Hugg’s Monthly Tip: Have you planned for planned giving?

  1. Matt,

    I’m curious if you can point me to research showing that planned gifts come from long term annual fund donors. I would love to have this sort of information available for educating my staff and for data mining.

    Thanks!

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