In my last communication, I shared how engaging a donor in a conversation about planned giving resulted in a current gift. The conversation was not initially about a gift, but simply about his current status and activities. He volunteered information regarding his need for more current income, and this led to a conversation about making a gift in exchange for lower taxes and increased income. I suggested that keeping in touch with donors can lead to similar outcomes. At times, such engagements are best made by board members. I have been successful in simply having lunch or coffee with fellow board members and discussing the charity we serve. This type of visit can lead to the outcome I have mentioned earlier. A campaign to involve board members in making such visits can be another arrow in the quiver for a nonprofit. It can work when there is no fundraising objective in place that the donor is aware of. This activity works best when the board members are a committed lot.
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