Turning Recurring Donors into Planned Giving Donors

The donors that give to you automatically every month show how much they trust you with every transaction.  Your shared mission is so important to them that they give you their credit card number and allow you to charge money every month on it.  That level of trust cannot be underestimated.

Studies show that donors who give regularly are some of your best planned giving prospects.  Recurring givers fit in that category.  And they would want your organization’s activities to continue as part of their legacy. This gives you the opportunity to talk to them about a planned gift.

A couple of ways to talk to recurring donors about planned giving:

1. Continuation: Planned giving is a great way to continue their giving.  If a donor gives $100 a month, a planned gift of $100,000 would cover 1,000 months of their giving, ensuring that your future activities will be supported.
2. Legacy: Recurring donors also give you to your organization in other ways.  Donors who give in multiple ways are extremely committed to your cause. Their planned gift will encourage others, inside and outside of their family, to give on a regular basis.  This is a legacy worth talking about!

Planned giving is a natural extension of their recurring giving! 

Recurring donors are a great group to engage in planned giving discussions.  Similar to major donors, getting to know your recurring donors will help guide you to the right discussion for them….and more planned gifts for you.