Planned Gifts: A Quick Guide To Help Nonprofits Raise More
The Fundraising Coach
MAY 30, 2025
Life insurance: Donors can name a nonprofit as the beneficiary of a life insurance policy. Track how many donors have formally offered a planned gift, usually through a signed letter of intent or a copy of a will. Measure email opens and clicks, content downloads, webpage visits, and even RSVPs to planned-giving events.
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