Annual Giving Officers Can Get Bequests With Almost No Additional Effort.
Let’s take a look at annual giving vs. planned giving (now thinking versus future thinking)
| ANNUAL GIVING | PLANNED GIVING |
| “But we need the cash now!” | “Within 5 years I’ll change deferred gifts to current.” |
| Thinks a CRUT is a contagious disease. | Educates himself on gift vehicles. |
| The new economy: “It’s Doomsday.” | The new economy: “Any new opportunities?” |
| Takes credit for a bequest planted 10 years ago. | Keeps on planning and planting. |
| Thinks short term. | Thinks long term. |
| Complains about her salary. | Earns more than her counterparts. |
| Thrives on chaos. | Thrives on strategic planning. |
| Impatiently waits for the lottery gift. | Patiently expects realistic gifts. |
| Always chasing the new shiny star. | Always on top of her relationships. |
| Is in their teens in perpetuity. | Grew up a long time ago. |
| Sticks to donors with same political views. | Works with everyone. |
| Has a blind spot with wealth. | Loves the wealthy. We’re all human. |
| Thinks only “PHD’s” are worthy. | Degrees do not make a human being. |
| Is in an event planning “party” mode. | Is in a stewardship mode. |
| Keeps on deferring through procrastination. | Knows that planned gifts are not that deferred. |
| On the phone in meetings. | On the phone with donors. |
| Is institutional. | Is entrepreneurial. |
| Takes seminars on how to deal with gays, trans… | Understands they are all, simply, just human. |
| Rarely leaves office. Except at lunch & 5. | Visits donors in person. |
| Does not know who we are! | Knows PlannedGiving.Com very well. |
If you want to get started with planned giving, understand the basic gift planning vehicles first.
Utilize this interactive assessment tool to see how ready you are for planned giving.
Categories: Annual Gifts, Major Gifts, Planned Giving Marketing
