A well-structured and robust gift planning program can benefit both donors and nonprofit organizations. Importantly, the characteristics and motivations of ideal gift planning prospects may vary based on their marital status. Many gift planning presentations that I have attended over the past twenty years included the following question: Who are the best planned giving prospects? The […]
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Gift planning plays a vital role in ensuring the long-term sustainability of nonprofit organizations. While securing planned gifts is essential, proper donor stewardship is equally important. However, inadequate stewardship is a top-three finding in our gift planning program practice area. Effective gift planning stewardship practices are key to cultivating lasting relationships, honoring donor intentions, and […]
Read More… from Gift Planning Stewardship Best Practices: Cultivating Lasting Donor Relationships