What to do instead of the crusty old estate planning seminars you run hoping to generate planned gifts?
APRIL 1, 2016
Instead, why not invite longtime donors, volunteers, board members (or any other group) to participate in a focus group? . That’s an offer that focuses on your supporters’ emotions rather than the transactional aspects of their legacy gifts. Then you should be transparent about the purpose of the focus group. And, finally, give them a survey after the focus group to see if they are interested in making such a gift.