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Donor Relationships

Planned Giving in a Box

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
  • Understand Events That Prompt Planned Giving
  • Identify The Best Planned Giving Prospects
  • Understand Generational Cohorts
  • Develop A Prospect Profile
  • Approach The Qualified Prospect
  • Start The Planned Giving Conversation
  • Steward Your Donors
  • Build Your Career In Gift Planning

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.

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!

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

The Box
(Complete)

Module 1
(Marketing and Outreach)

Module II
(Back Office Operations)

Module III
(Building Donor Relationships)

Summary of Module III and list of all the forms and tools you need to build donor relationships.
Planned Giving in a Box® makes it simple.

Why do many planned giving programs fail to produce results?
Because the organization jumps directly to the most complex gift vehicles and strategies without putting their own house in order first. It is a crucial and easily-overlooked step that helps ensure the long-term success of your planned giving program. This toolkit will help you do just that.

Developed by Viken Mikaelian, CEO/PlannedGiving.Com, Brian Sagrestano, JD, CFRE, Meredith Sossman, Esq, CFRE, Camilyn Leone, JD, CFRE

"Affordable, effective, professional and totally practical."

Ann V. Satterthwaite