For the past decade, individual donor contributions made to nonprofits constituted more of the average nonprofit’s revenue than all other sources combined. Individual donor development is essential to any nonprofit seeking sustainability and scale.
Regardless of the size, mission, or budget of your organization, planned giving should be a part of your development plan. If you have a solid donor base, sound infrastructure and a cohesive board, you already have the tools you’ll need to implement a planned giving program.
What You'll Learn
After this course, you'll be able to:
- Describe the current fundraising environment for individual donor development, the major trends in individual fundraising and the resources supporting individual fundraising.
- Define the elements of a “donor pipeline,” “moves management” and the basic development components of fundraising program best suited to individuals including annual, capital/major, and planned giving/legacy giving.
- Explain the donor cultivation process, the most productive methods for making contact with new donors and identify the policies and procedures for gift processing and donor acknowledgement.
- Discuss the key components of a planned giving program, why it is planned important, the trends in planned giving, and the key planned giving structures and tax concepts.