Stewardship and Relationships
Personalization Is Key to Planned Giving
Personalization in planned giving isn’t just thoughtful—it’s essential. Donors want to feel seen, heard, and valued. They’re not giving to a logo; they’re giving to a person they trust. From using real photos to remembering birthdays, every personal touch deepens the connection. This blog explores how small, intentional actions—like phone warmth, handwritten notes, and tailored messaging—can transform your outreach. Personalization builds trust, and trust builds legacy. It’s time to retire the grey flannel suit and put people first.
Viken Mikaelian
March 31, 2025
No Comments
