It’s crucial for nonprofits to conduct donor outreach for planned gifts during tax season for several reasons. First, tax season provides an excellent opportunity for nonprofits to educate their donors about the potential tax benefits of leaving a planned gift. Many donors may not be aware of the various planned giving options available to them, and by providing them with the necessary information, nonprofits can encourage them to leave a planned gift that benefits both the organization and the donor.

Additionally, tax season is a time when many donors are already thinking about their finances and may be more receptive to the idea of leaving a planned gift. By reaching out to donors during this time, nonprofits can capitalize on this heightened awareness and potentially secure more planned gifts than they would at other times of the year.

Furthermore, planned gifts provide nonprofits with a stable source of funding that can help them achieve their long-term goals. By cultivating planned gifts from their donors, nonprofits can ensure their financial sustainability and continue to make a positive impact on the communities they serve.

Download our email templates for donor outreach during tax season to drive more planned gifts for your nonprofit.