For fundraisers, it’s all about the donor pyramid. But the summit of that donor pyramid is the legacy gift. As Angel Aloma and Kevin Moran described — it’s the gold in the golden years of your organization’s database. That’s what makes the relationship with your planned giving department so critical.
Aloma, the executive director of Food for the Poor in Coconut Creek, Fla., and Moran, principal at Integral in Washington, D.C., presented a session on high-value donor strategies and upgrading your donors during a recent fundraising conference.
The pair offered seven steps to properly prospect the gold found in your organization’s database:
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