Planned Gift Donors Journey

Goals

To understand the gift donor journey to making planned large charitable gifts or legacy gifts, the stages that planned gift donors go through when working with someone, what are the major barriers, rewards, questions along the way, with a focus on Lutheran or Christian planned giving if possible in order to to help a client build a journey for their prospects.

Early Findings

Our background research on the gift donor journey to making planned large charitable gifts or legacy gifts revealed insights. Here are some significant pieces of information we found:

Planned Giving:

Gift Donor Journey Overview

  • A key reward of Christian planned giving is "the opportunity to use investment assets to bless communities that God loves."
  • Another reward of planned giving of appreciated marketable securities is that doing so "can provide dramatically enhanced tax benefits."
  • A major barrier that prevents charitable gift donors from making a large planned or legacy gift is a lack of trust in the foundation or organization they are considering giving to.
  • Some questions a Christian gift donor may ask along the way are: Is cash the best way to give? How do I know if my planned giving will really make a positive difference? How can I measure the spiritual impact of my planned giving?

Proposed next steps:

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