Building Donor Relationships, Module III of Planned Giving in a Box, includes everything you need to systematically build donor relationships, including tools, tips and templates.
- Create A Planned Giving Prospect List
- Understand Basic Planned Giving Tools
- Identify Events That Prompt Opportunities
- Single Out Key Planned Giving Prospects
- Understand Generational Cohorts
- Develop A Prospect Profile
- Approach The Qualified Prospect
- Start The Conversation
- Steward Your Donors
- Build Your Career In Gift Planning
WHAT’S IN IT
All the guidance and forms you need for:
- Developing a Name, Brand and Story
- Identifying Prospects
- Creating Wills, Retirement Plans, Life Insurance Designations
- Understanding Generational Cohorts
- Significant Events and Life Transitions
- Approaching the Qualified Prospect (Step-by-Step)
- Making the Ask
- Developing A Legacy Society
- Holding and Managing Events
- What to Distribute at Events
- Determining Membership Criteria And Benefits
- And Much More!