Planned gifts are not an easy ask. It often means that, well, the donor has died or is planning on what’s next in their lives. Timing is everything. There also are benchmarks.
Ronald Jordan and Katelyn Quynn, in their book, “Planned Giving For Small Nonprofits,” describe what it takes to start a planned giving program, as well as some of the metrics and benchmarks for staff. They include:
Gifts do not happen accidentally. They occur primarily because staff members pursue prospects and there is a formal program for follow-up, according to Jordan and Quynn, so encourage staff to pursue prospects that have become stale and remind that the organization seeks their support.
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