Long-Distance Relationships: What to Do When You Can’t Travel

Description

Planned giving is a relationship business, and that doesn’t stop when a donor commits to a bequest intention. With an average of twenty years between the time a donor makes a revocable bequest commitment and the time the gift matures, there is a lot of opportunity for a donor to fall OUT of love with your charity if the relationship isn’t managed properly. At the same time, gift planners are under constant pressure to keep the budget under control and to dedicate what budget they have to acquiring new bequest intentions–all with very little staff! How do you maintain a connection with your committed bequest donors when you don’t have the budget to visit them or the time to call them regularly? This session will explain how to build a robust stewardship program that is low-cost and low-lift for your organization and high-impact for your donors.

Learning Objectives

• ·Identify a planned giving stewardship cohort from the existing donor list.
• ·Design a stewardship program that reaches all planned giving donors consistently with a base number of contacts per year.
• ·Develop print and electronic materials to support a year-round planned giving stewardship program.

Speaker

 Jennifer Winnett Denniston

Jennifer Winnett Denniston has dedicated more than two decades to working with clients in the areas of banking, investment and retirement planning, and estate planning. Jennifer found her professional passion in philanthropy, though, when she became the Director of Gift Planning at her alma mater, Saint Mary’s College in Notre Dame, Indiana, in 2012. She currently serves as the Director of Planned Giving at Plan International USA, a post she has held since 2015. She is blessed each day to work with individuals across the nation who share her commitment to empower girls to realize their full potential in communities where they are safe, educated and economically empowered. Jennifer received her bachelor’s degree in political science and mass communication from Saint Mary’s College and her master’s degree in business management from Indiana Wesleyan University. She received her law degree with a concentration in taxation from the Indiana University Maurer School of Law and is licensed to practice law in Indiana.

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