Building Donor Relationships

Earning the Right to Ask for a Planned Gift

With more than 1.7 million charities currently registered with the IRS, donors are becoming more selective in the organizations they support. Your planned giving program should identify and connect with supporters who are loyal and passionate about your mission.

Your Action Steps

  1. Determine your best planned giving prospects based on:
    • Donor history
    • Age
    • Loyalty
  2. Build and strengthen relationships with prospective donors by:
    • Thanking them for their support.
    • Involving them in your mission.
    • Showing them the impact of their giving.
    • Maintaining donor confidentiality.
    • Educating them on planned giving opportunities.
    • Advising them to seek counsel when considering gift plans.
    • Promote donors working with a regional gift planner who can explore giving options supporting your ministry.

Helpful Resources