Are you future-proofing your planned giving program?

Look to the future, not the past

Author

Tracy Malloy-Curtis
May 31, 2023

Are you future proofing your planned giving program?

Whether you’re just gaining some traction, or are happily swimming in bequest revenue from your loyal donors, you need to look ahead.

Do you know how your donors are making planned giving decisions right now?

Think about it: the revenue you’re receiving is from supporters who made their plans years ago. Are you sure today’s donors are weighing the same motivations and barriers? Are they facing the same political and economic headwinds? We’re living in a different world and we’re seeing that donors are planning differently as a result.

If your planned giving program doesn’t meet the needs of your donors today, you’re not going to grow your revenue tomorrow.

To start future-proofing your bequest revenue, please join me on June 13, where we’ll share our new Legacy Competition Index – based on recent market research with 10,000 donors age 50+, showing which charities are winning the competition for legacy consideration right now.

I’ll admit I was surprised at some of what I saw on that list!T

To register:

Tuesday June 13, 2023 - two times available

Hosted by David Cole, Managing Director, Fastmap and Tracy Malloy-Curtis, MWD