Done well, planned gift stewardship is tailored to each donor's life stage, while remaining rooted in gratitude, mission impact, and the donor's own values.
In this resource, we share recommended outreach channels, tactics, and frequency for planned gift donors in different age groups, and in consideration of whether their gift is a stated intention or a documented bequest.
We encourage you to use these insights to inform a thoughtful planned gift stewardship strategy for your organization.
→ Use the form to the right (below, on mobile) to download the PDF.
