Do you think your Planned Giving program is firing on all cylinders? Is it vibrant and engaging or barely there? Are you really ready for The Legacy Challenge or does it need some shaping up?
Rather than Planned Giving, I prefer the term:
Long Term Stewardship
That’s because people give more long term gifts, because congregations usually use those gifts over the long term, and the program itself has distinct phases – which need to last for decades. Decades? Yup – decades!
These phases are illustrated below (click the image and it will enlarge):
Want to know more about these phases (particularly those you don’t currently implement)? Are you looking to make your Long Term Stewardship program more enduring, vibrant, and engaging? Let us know; we would be happy to help!
Mark Ewert is a stewardship consultant with the Stewardship For Us team. Mark can be reached at mewert@stewardshipforus.com, via the UUA’s Congregational Stewardship Resources page, (http://www.uua.org/finance/fundraising/consulting), or through your regional staff.
Mark Ewert is a stewardship consultant, a Chartered Advisor in Philanthropy® (CAP®), and a professional leadership and philanthropy coach (PCC) certified with the International Coaching Federation.
His experience includes founding a nonprofit, working as a fundraiser, and leading a national organization. Reach Mark at Team@StewardshipForUs.com