Effective Communication Techniques for Planned Giving


Discover the strategy of turning conversations into commitments in our latest nonprofit resource, “Effective Communication Techniques for Planned Giving.” We unpack the keys to crafting messages that resonate, blending compelling narratives with hard data, and painting a vibrant picture of the long-lasting impact of each donation.

Engage with tips on sensitive communication, where active listening and transparency turn generic pitches into personalized engagements. Uncover stories of success where tailored dialogues have transformed potential donors into committed legacy builders, unveiling a world where every conversation is an opportunity to ignite enduring partnerships.

For every nonprofit professional seeking to transform their approach to donor communication, this resource is your roadmap. Get ready to explore communication strategies that not only inform but inspire, turning every dialogue into a step towards a brighter, shared future. 

Ready to change the way you communicate and watch your planned giving commitments soar? Download now and step into a world where every conversation counts! 

Get Access

Get access to all of our free resources for nonprofits.

Download Free Templates

Recommended Resources

Tax Season Planned Giving

Email Templates: Tax Season For Planned Giving

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.

Bequest Email Templates

Bequest via Will Email Templates

Sending emails to nonprofit supporters about the impact of leaving a bequest can be a powerful way to raise awareness about this giving opportunity. These emails can highlight the impact that bequests can have on the organization’s mission and programs, and provide valuable information about the process of making a bequest.

Planned Giving Social Media Templates

National Make a Will Month Social Media Templates

National Make a Will Month is an important campaign that encourages individuals to create or update their wills. Creating a will is an essential part of estate planning that can help ensure a person’s assets and property are distributed according to their wishes after their death. One effective way to promote this campaign and raise awareness about the importance of estate planning is through social media posts.

Download Free Templates

Coming Soon!

Be the first to get notified when we go live with our will product.

[mc4wp_form id="1118"]