The Pentera Blog
Whitepaper - Best Practices for Stewarding Planned Giving Donors During COVID-19 Based on Industry Survey
Survey whitepaper on stewardship available for download here.
The vast majority of planned giving departments have continued soliciting gifts during the COVID-19 pandemic, according to a recent Pentera survey about stewardship and marketing during the pandemic.
The Pentera survey was conducted in early May as a second phase of research following a series of interviews that Pentera CEO Claudine Donikian conducted with other industry experts. The survey is analyzed in two in-depth whitepapers, one on stewardship and the other on marketing.
One finding of the survey showed that just 12% of planned giving departments were instructed to stop soliciting planned gifts from their donors during the early stages of the pandemic. An additional 3% stopped soliciting voluntarily. The 85% that continued soliciting shows a vote of confidence in donors that they would be open to having gift conversations.
To get the rest of the findings, download the survey whitepaper on stewardship—which analyzes solicitation approaches, describes innovative ways that nonprofits are stewarding their donors, and provides best practices for stewardship during the pandemic. The whitepaper answers such questions as:
- What are recommended best practices for stewardship during the pandemic?
- Did planned giving departments “soften” their solicitation approach?
- How are gift planners prioritizing which donors to reach out to first?
- What is the top stewardship activity during the pandemic?
- What stewardship activities are happening online?
Get the complete survey report on stewardship here.
