Navigating Planned Gift Stewardship Conversations: A Five-Step Structure

It's our responsibility to keep planned gift donors close to--and feeling valued by--our organizations. These donors welcome connection and they should be approached regularly to ensure their commitments are up to date and correctly revalued. Unfortunately, our stewardship conversations can sometimes become too familiar and shapeless. We should aim to connect purposefully with these valued donors. This session will help you move past pleasantries to organize your planned gift stewardship appointments through a five-step structure that’s deployable across meeting types. Sample language geared toward helping you guide your conversations will be offered for scenarios involving "booked" revocable deferred gifts, "unbookable" revocable deferred gifts and irrevocable deferred gifts.