Relationship Building...

The Planned Giving call is not designed to solicit an immediate donation, but rather to set the stage for a future gift.

Relationship building and providing relevant information are the goals of the planned giving call. The caller must be well versed in the various planned giving options and in the donor's history, creating a natural evolution that leads to future contacts by mail, phone or personal meetings. This is the part of the fundraising pyramid that calls for patience and perseverance.

Within these calling guidelines, HCB is able to determine the level of the donor's interest and dialog in a manner that underscores the donor's original commitment and solicits information that may be of value in the future.

This is the strategy that opens the door of the planned giving process and supports your planned giving staff in the pursuit of qualified leads.