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13 stages of the consideration / evaluation process for making a planned gift
- Prospective donor buys into your mission
- Has a clear understanding of the future needs of your organization
- Sees the organization as a good investment because you manage funds well
- Willing to support the needs of the organization
- Understands what a planned gift is and how it works
- Realizes that they can make a planned gift
- Is clearly asked for the gift
- Consults with advisers and/or family to garner support and counsel
- Has all objections and concerns answered thoroughly
- Makes the gift
- Alerts the organization they have made a gift
- Gets thanked and recognized based on how they want to be thanked
- Considers whether to keep the gift in their plans and increase the size of it (or remove it from their plans)
Now you can determine where each of your prospects are in the consideration and evaluation process. Once done, you should send them the relevant communications that would make sense to them at that particular stage in order to move them forward.
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Feeling like your job is getting harder because donor expectations have changed and competition for the charitable dollar is growing?
Finding that the old orthodoxies and conventions espoused by so-called experts in online echo-chambers and at conferences don’t work anymore?
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Then this book is for you.
Engagement Fundraising was developed from the perspective of a donor who discovered firsthand that the impersonal, spray-and-pray approaches of his beloved charity were not only offensive but also wasteful and ineffective. So he took action. And now, you can too.
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