To ensure donor satisfaction, encourage your donors to consider important aspects of their gifts before they make them.
At the end of the day, your donors make wonderful charitable gifts because they want to support your mission. Yes, there are tax and financial benefits, but that is not the primary reason they make planned gifts. Donors enjoy giving and want to give! But if they end up feeling dissatisfied because they later learn there may have been a better asset or a better gift plan to use, then you’ve done your donor — and your organization — a disservice.
To ensure donor satisfaction, encourage your donors to consider important aspects of their gifts before they make them. Using the most appropriate asset, selecting the best gift strategy, considering the impact on their financial situation and/or their family, securing advice from professional advisors, and supporting a mission they understand and believe in are prerequisites to any planned gift. If you help your donors carefully consider their options, word will get out that YOUR ORGANIZATION appreciates their supporters! And that reputation could lead to more and bigger gifts.
We’ve created personalized copy you can use for this purpose — you’ll just need to customize [THE BOLDED AREAS] to reflect your mission.
How the copy is organized: