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Planned Giving Tips: Principles For Effective Stewardship

Baby boomers are aging and as a result, planned giving campaigns have picked up.  An important part of these campaigns is stewardship.  Nonprofits must know how to effectively steward baby boomer donors and their gifts. 

During the 2011 Association For Healthcare Philanthropy (AHP) international conference in Boston, Mass., Katherine Swank, senior consultant at Target Analytics, offered her own principles for effective leadership based off of Kay Sprinkle Grace’s book Beyond Fundraising.  The NonProfit Times was there to record her tips, and here are some of them:

  • Engage the donor immediately
  • Don’t mix messages like sending a thank you with a gift ask
  • Carve out a budget for stewardship
  • Keep your stewardship in line with organizational image
  • Determine what kind of involvement your planned donors want outside of making a donation
  • Use current legacy donors to convey messages to potential legacy donors

You can read the rest of the tips on our website.


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