Partner training recording
Planned Giving Stewardship (105)
Length: 60 minutesCFRE: Eligible for 1.0 continuing education credit
Planned giving is a long game. Building strong relationships with planned gift donors is the best way to ensure a legacy commitment remains in a donor's plan throughout their life. Plus, research shows that many planned gift donors increase their annual giving after making a legacy commitment.
So what are the most effective ways to thank, recognize, and steward your planned giving donors? In this session, we cover:
- Why good stewardship is essential for planned giving
- Why you need a stewardship plan & how to create one
- How to create & sustain a Legacy Society
- Important context around anonymous planned giving donors
- How Partner Portal supports your stewardship
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