Making the Planned Giving Ask Part 3: Asking!
Don’t be afraid to ask! It is easy to be intimidated by the concept of asking a donor for a planned gift. But don’t be! After over twenty years of fundraising, I have noticed an interesting trend. After the economic downturn of 2008, portfolios have recovered but minds have not.
There is an underlying sense of fear about the economy. A planned giving ask is a great way for the donor to retain financial flexibility while planning for impact.
Making the Planned Giving Ask Part 2: Why Ask?
The majority of planned gifts are received by non-profit organizations through bequests, and most of them are a complete surprise to the nonprofit!
Asking for a planned gift brings value to the donor and the non-profit in many ways. Here are just a few:
