A collection of planned giving video samples and tips. Learn ways planned giving donor stories and donor testimonials can generate planned giving leads, enhance donor stewardship, and inspire significant contributions to your organization. Samples touch on a variety of planned gift vehicles (wills and trusts, beneficiary designations, IRA rollovers, CGAs and more) that meet the needs and wishes of your fundraising prospects.
Planned Gift Disclosure – A Video to Inspire & Energize Donors
Planned gift disclosure can make a huge difference for nonprofits and foundations–which often don’t know whether donors have included them in estate plans until after the donors’ death. With more legacy gift information, organizations can plan innovatively by estimating their […]