MODULE III

BUILDING DONOR RELATIONSHIPS

WHAT IT’S FOR

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!

WHO IT’S FOR

This module is perfect for the executive who understands that planned giving is a people business. It’s a compelling, donor-centered toolkit with an “Outcomes-Based” guiding principle.

It gives you the tools and steps to allow you to proactively talk to the right prospects in language they both want to hear and understand so that they make a planned gift. Use these effectively along with some of our other tools, and over time it will help you become a professional gift planner.

Planned gifts do not happen by themselves. You must be proactive.

The Estate Planning Toolkit and Gift Vehicle “Sell Sheets” are now included with The Box

Summary of Module III (PDF) and list of all the forms you need in this module.

The (Complete) Box

Compare The Box to our other planned giving marketing products.

The Other Modules

Module I

Marketing and Outreach

Module II

Back Office Operations

Why do many planned giving programs fail to produce results?

Because organizations jump directly to complex gift vehicles without putting their own house in order.It is a crucial and easily-overlooked step that helps ensure long-term success.Viken Mikaelian, CEO/PlannedGiving.Com • Brian Sagrestano, JD, CFRE • Meredith Sossman, Esq, CFRE • Camilyn Leone, JD, CFRE

Legacy Giving in a Box

Includes