1. It’s good for your clients, it’s good for your business, it’s good for society, and it’s good for you. 2. You’ll be surprised how many of your clients are searching for a way to give back to society, to memorialize a loved one, or simply to do good. 3. Clients agree that philanthropy is no more

The prospective donor’s first impression of you and your organization is during the initial contact—usually by letter or phone call. The person who makes that first contact is the person to whom the prospect cannot say no. This is often, but not always, a member of the board. The phone call or letter should be

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Donors who make planned gifts nearly always are financially secure (which is not to say wealthy), highly acculturated into the American way of life, and involved in a community larger than their own families. They visualize solutions to intractable problems and identify with organizations that provide opportunities for many people, rather than with specific needs

Showing appreciation for planned gifts and honoring the donors who give them are integral to an effective planned giving program and simple good manners. For most of us, however, it is easy to overlook this important aspect of donor services unless we have written standards and procedures that are routinely monitored. These policies can be

In its simplest form, the case for support is a philanthropic investment prospectus: a straightforward document that tells prospective donors what your organization hopes to accomplish with their philanthropic gifts.