The Planned Giving Blogger

The art and science of planned giving.

Do you have a plan?

with 4 comments

I’m speechless!  At the recent PPP conference, Brendon Steenbergen reported on his University of  Missouri, Columbia, study on “Planned Giving Marketing Trends of Top Fundraisers.” The study revealed that of PPP members surveyed in 2008, planned giving is increasing in importance to their organization yet only 64% of respondents said they use a formal plan to market legacy gifts.  That compares unfavorably with the same question asked of the Chronicle of Philanthropy 400, 80% of whom said they have a formal plan.  How is it possible that of a group of professionals specifically responsible for gift planning only two-thirds market legacy gifts based on a formal plan?



Written by Phyllis Freedman

November 2, 2009 at 11:45 pm

4 Responses

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  1. Yes, it is possible because many giving professionals do not understand, are afraid of, or simply feel that Planned Giving is too difficult. As President of our local PPP Chapter and active in the local AFP Chapter I see this first hand. Quite frankly, I’m surprised the percentage who do is as high as indicated. It is not difficult, it just takes time and patience. I would be glad to share our plan.

    Bob Price

    November 3, 2009 at 9:27 am

    • Wow!! We have a plan, but I’m constantly reviewing it to make sure we’re on the right path. Plus, I second guess myself! Bob, I’d be grateful if you would share your plan with me–perhaps looking at another organization’s plan would put my mind at ease that I am doing all I can to manifest commitments and maintain content, happy legacy society members!

      Connie Granmdason

      November 3, 2009 at 4:07 pm

  2. Just to clarify: Brendon is no longer with the University of Missouri. He is now with Columbia College where he works with Michael Kateman who did the original study back in 1999 while at the Univ. of Missouri. After Brendon went to Columbia College, he did an update of the study done in 1999. That is what he presented at PPP. To further clarify (or confuse) Brendon is a graduate student at the Univ. of Missouri. Minor points. It doesn’t take away from your very good point from a very informative study.

    James Preston

    November 3, 2009 at 4:14 pm

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