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See GivingDNA in action alongside your peers in fundraising. Tour the Platform on 5/26/21 @ 12pm CDT.

What is the ultimate expression of donor loyalty? What about planned giving? It’s a term we see a lot in the fundraising/nonprofit space – but what exactly ARE “planned gifts”?

Our guest today, Claire Meyerhoff, is a subject matter expert on this topic. As the President of the Planned Giving Agency and for ten years, Claire has helped nonprofit fundraisers reach and engage planned giving prospects with creative ideas and practical marketing solutions.

You’ll Come Away Learning :

  • The reasons why donors make planned gifts
  • Segmentation and how to identify donors who are ideal legacy candidates
  • Top tips to help nonprofits with their legacy outreach

Listen, review, and share with your friends today!

If you’re hungry for more, check out our last episode all about social donors. Listen to it in the car, on the train to work, while you’re doing the laundry or while taking a walk. We hope you enjoy it! Be sure to subscribe in your favorite podcast player like iTunes, Google Play, or Stitcher.