On a client call yesterday, we addressed a serious issue: should we (staff and the consultant – myself) be doing proactive follow-up with planned giving prospects in the current environment?
No simple answer.
I am drafting follow-up email text for them asking prospects (who had indicated some level of planned giving interest in a recent online survey) if they will be willing have a short conversation with us – a few follow-up questions based on the survey. Very soft ask – which I have had success with in the past.
But, it dawned on us that right now – at least this week, perhaps for the next few weeks or longer – is not a good time to try to have any conversations, let alone one about one’s estate!
What do you think? Please comment below!
Since our next Planned Giving Boot Camp starts on Monday, this will be addressed throughout the course as it’s the topic of the day! Click here to check out our 6-part webinar (at home training) program starting on Monday at 12 pm EST.