As you venture into the world of planned giving, there’s a lot to consider.
Defining what your program will look like starts with your launch. During the early phases of your program and the ongoing process of running it, you’ll be looking for ways to optimize your efforts.
Look no further than this page.
Let these 15 planned giving best practices lead the way.
#1: Build a Strong Team
Like with any fundraising program, you’ll need a strong team. If your organization can afford to do so, it is recommended that you hire a planned gifts officer.
Even if you cannot hire someone solely for the role, at least have a member of your development staff take the lead. In the early stages in particular, you’ll need one person to guide your efforts, and a complete team to make those planned giving dreams a reality.