Stewarding Your Planned Giving Donors


Stewarding Your Planned Giving Donors


Table of Contents


Are luncheons and direct mail pieces enough to steward planned giving donors?



  • Strategic stewardship events and communication
    • Traditional donors
    • Non-retiree donors
    • Revocable bequests donors
    • 50th reunion alumni
    • On- and off-campus engagement
  • Impact reporting/communications
    • Current donors
    • Donors’ families
    • Prospects



Download the presentation slides (PDF)

Download the additional resources (PDF)

Why is this event retired?

At AI we want to always ensure that the best and most current trainings are available to members, and we regularly review our trainings to ensure that is the case.