Donor Relationships

Planned Giving in a Box
Planned Giving in a Box

Module III: Building Donor Relationships



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


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.


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

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 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

"Affordable, effective, professional and totally practical."

Ann V. Satterthwaite