Speaking during the Association of Fundraising Professionals’ 49th International Conference on Fundraising, Smith and Johnson explained that there are certain prospects that are more likely to support planned giving campaigns. These donors are:
- People who support the mission.
- Regular donors of small gifts.
- Donors of major gifts.
- Older donors.
- Volunteers.
- Start with an Endowment or Planned Giving committee (with each member to make their own planned gift).
- Target an event to include planned giving prospects.
- Review the database for a mailing program to a planned giving prospect group.
- Mail to existing members to reconfirm gifts and survey them.
- Look at offering charitable gift annuities.
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