Evergreen planned giving stewardship campaign
For many orgs, the first step in legacy donor stewardship is to ask the donor to verify their planned gift intention. Yet some partners identify gift verification as a friction point in their planned giving program.
An outreach campaign focused on confirming existing planned gift intentions can help! Our new evergreen stewardship campaign can help you to:
- Re-confirm gift intentions made via your FreeWill tools
- Uncover previously undisclosed bequests established outside of FreeWill
In this recorded strategy session, we share:
- What is stewardship?
- An overview of the role of a planned giving stewardship campaign
- Our recommended outreach strategy for an evergreen stewardship campaign
Visit FreeWill's Marketing Library for campaign resources!
