The road to securing a planned gift is often long and winding. It can sometimes take years of cultivation. But, even after the time and effort, estate plans (and minds) can change.
What's a development professional to do?
Keep. Them. Engaged.
Host cultivation events specifically for legacy donors.
Invite them in for a behind-the-scenes tour or a special experience that is unique to your organization.
Ensure they've opted in to your newsletter to receive ongoing news about your organization's impact and how donor dollars make it all possible. Give them insider access at every opportunity.
Consider this a membership group, for lack of a better term, and keep them engaged accordingly.
After they've signed on the dotted line is not the time to ease up—ongoing stewardship and cultivation will pay off in the long run.
Want more information about planned giving? The Mid-America Charitable Gift Planners offers excellent programs and networking opportunities. Another great resource is their 24th Annual Building Blocks Planned Giving Conference, scheduled for September 20, 2019.