Stewardship in Planned Giving


Discover the game-changing role of stewardship in our latest nonprofit resource, “Building Lasting Donor Relationships through Stewardship in Planned Giving.” We unravel the art of transforming transactional interactions into deep, meaningful connections that honor the profound trust donors place in your organization. 

Find out how personalized communication, exclusive engagements, and consistent check-ins not only acknowledge but celebrate every donor’s unique contribution. Hear sample stories like Sarah’s, who re-committed her sizable bequest after feeling valued and heard, and David and Elise’s tale of becoming ambassadors for planned giving after experiencing thoughtful stewardship.

It’s more than just saying thanks; it’s about weaving a narrative that resonates, a story where donors are the celebrated heroes leaving an enduring legacy. 

If you’re ready to elevate your donor relationships and turn legacies into lasting partnerships, download the full article. Unlock the strategies that make donors feel valued, heard, and integral to your nonprofit’s journey. Dive into the world where stewardship and planned giving meet, and transform your fundraising forever.

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"]