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Phone Scripts: Starting the convo with your donors

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Discover the knack of initiating conversations that pave the way for planned gifts and major donations, right at your fingertips. Our meticulously crafted phone script templates are your ultimate companion to navigate through those crucial dialogues with donors, turning casual conversations into promising prospects for major gifts. 

Learn how to skillfully introduce planned giving into conversations before and after events, how to weave advocacy appeals seamlessly into dialogues, and update donors on the impacts of their contributions, all while building lasting relationships. Designed to cater to a varied donor base, these scripts offer nuanced approaches to communicate effectively, catering to the individual preferences and inclinations of each donor.

Equip yourself with these practical, easy-to-adapt scripts, and step into conversations with confidence, clarity, and a personalized touch, ensuring each dialogue is not just another call but a stepping stone to a future of enriched donor relationships and enhanced fundraising. Dive in, explore, and transform your donor conversations into opportunities for growth and enrichment for your nonprofit organization.

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Estate Planning Resources to Educate Your Nonprofit’s Donors

Empower Your Donors With Free Estate Planning Education

As a planned giving professional, one of the most powerful ways to engage donors is by helping them take the first step in securing their legacy. That’s why we’ve created a comprehensive, donor-friendly guide to estate planning: Starting Your Estate Plan: What to Know. This curated collection of educational resources includes articles, checklists, and FAQs that cover everything from when to start an estate plan, to common misconceptions about wills and trusts. Each piece is designed to demystify the process and equip your supporters with the knowledge they need to make confident, informed decisions—no legal jargon involved.

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