Planned Giving: Moving Beyond the Basics

Planned GivingUpdated (11/10/11, 7:06 a.m.)

Chat stats and transcript now available here.

For many nonprofits, planned giving is a check box on a return envelope, a “legacy” society, and if you are lucky, a regular printed newsletter. For many more organizations, having a planned giving program is an idea that is just too complicated to even consider.

If you’re looking to take the next step with your planned giving program, get one off the ground, or share your expertise with others, join the #fundchat community on Wednesday, Nov. 9 from 12 p.m. – 1 p.m. EDT for “Planned Giving: Moving Beyond the Basics.”

On average, about 50 people participate in #fundchat each week. It’s community participation that leads to a successful chat. Here’s how you can help:

  1. Spread the word: tell your friends and colleagues about #fundchat. Share a link to the blog on your social networks. Ask a friend to sit with you over lunch during #fundchat so they can see what it’s all about.
  2. Suggest a question (or two): #fundchat is moderated by @brendankinney and he could really use your help dreaming up good questions for the chat. The moderator offers up questions every 10 minutes or so during #fundchat. Great questions lead to a great conversation. Dull questions, well…you get the idea. Please suggest a question or idea in the comments section of the blog.

If you have never participated in a #fundchat before, it’s easy. Check out our handy guidelines. Most participants like to use the web-based Twebevent.

Here are the questions for today’s chat:

  1. How did you start your PG program and if you had to do it again, what would you do differently?
  2. Who took a leadership role in championing PG in your organization?
  3. If you’re the only fundraiser, how do you manage PG with so many things on your plate?
  4. How do you identify PG prospects?
  5. How do you track PG intentions?
  6. Do you ever use Planned Giving to inspire current giving?

We had so many suggestions for questions, we created a Planned Giving survey. Take it now –

Many thanks to @FundraiserBeth, @mcahalane, @lpdiversa for providing the inspiration for this week’s #fundchat!


12 Comments on “Planned Giving: Moving Beyond the Basics”

  1. Two ideas from @dan_blakemore:

    Could be interesting to ask if chat participants have dedicate PG staff? If not, how do they manage PG as a part of their duties.

    Could also ask about how ppl identify their prospect pools and then market to them.

  2. Ligia says:

    How did you start your PG program?
    What would yo do differently that you can share with someone starting a new PG program?
    What successes have you encountered?
    What type of advisors have been the most useful for you?
    How did you approach the board before starting your PG program?
    Who stepped up to take a leadership role in championing PG in your charity?
    What has been your biggest challenge and how did you remedy that?
    Where did you find the budget to fund your PG program?
    If you’re the only fundraiser, how do you manage your time among all other things on your plate?
    How do you track PG intentions?
    It would be great to create a library of sample PG marketing for others to get inspired by.

    Ok that’s all I have for now.

  3. […] colleagues. You can learn more about the discussion and how to participate by visiting: Following the discussion, the transcript will be available at […]

  4. Wendy says:

    Is planned giving marketing effective with donors over 70?
    Are they likely to still include you in a bequest, or is it more likely that the marketing strategy should focus on other types of gifts?

    • BK says:

      In my opinion, it’s best to have a PG communication strategy for a number of different ‘life stage’ categories and over 70 would be an important one. Given that lifespans are increasing, I think over 70 is a key segment!

  5. Derek Michael says:

    Donor Recognition program: Stewardship Societies, how did you come up with your organizations’ name and is name all that important to donors, do they find membership in these societies useful or meaningful?

    • BK says:

      What are the requirements to be included in a “legacy” society? Does you org require “documentation” or that plans are irrevocable?

  6. Suggestion disguised as a question: Do you ever use Planned Giving to inspire current giving? For example, a discussion of an effort that might be set up by a restricted planned gift can sometimes lead to a donor current-funding that effort. (The reverse is more common, but it can work this way too.)

    (Hope to join the group tomorrow, but I’m learning that fledgling consultants have to be responsive to clients on the client’s timeline — and that may shape up to be noon Wed.)

  7. David Warren says:

    How do handle asking the CEO of your organization to consider a planned gift, which in turn could lead to Board members being approached as well?

  8. Wendy says:

    Brendan, I’m trying to access the transcript for this discussion, but it is saying “no rows found.” Any ideas? I’d like to look over the transcript, if possible.

    Thank you!

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