You don’t have to know the difference between a charitable remainder unitrust (CRUT) and a charitable gift annuity (CGA) to begin asking for “planned” gifts. In fact, you don’t need to know much of anything at all about planned giving to ask your constituents to remember them in their wills or other financial planning instruments so resolve in 2020 to begin asking for planned gifts. Here are the first 4, simple, no-cost steps to take to get started!
Resolve to Make Your Workplace a Great Place to Work for Everyone, Including Development Professionals
Most fundraising professionals have very specific goals—how much to raise by when. In contrast, I have worked with very few nonprofit organizations that have meaningful goals for program directors, human resources personnel, marketing personnel, and others. Everyone would benefit (including our clients) if we would demand the same level of excellence from all staff that nonprofits are pretty routinely demanding of development professionals.
A few weeks ago, Russell, my husband, and I visited a new church. As we were leaving the church, a church member gave us with a loaf of homemade bread. Whether you do it virtually or through the postal system (or both), you want your donors to feel welcome. Think: warm, fresh, homemade bread—plain, simple, humble, but sincere and effective—that’s what our new donor welcome kits need to be.