Bonterra DonorTrends

This insightful case study provides valuable tips for nonprofits seeking to establish or improve their planned giving programs. It highlights the importance of building relationships with donors, providing clear and accessible information about planned giving options, and leveraging technology to streamline the process. By implementing these strategies, nonprofits can effectively engage donors in planned giving opportunities and build a pipeline of sustainable revenue. The case study provides practical tips and best practices, such as offering donor recognition and stewardship opportunities, utilizing donor personas, and creating a legacy society.