Write an elegant and accurate follow-up letter to your prospective donors on various topics.
Returning a donor’s phone call and answering a couple of questions is easy. But what about when the conversation has shifted from donating real estate to a CRUT, and they want more information on how it works? The best way of moving this type of donation forward would be by writing an informative letter that spells everything out for your prospects so there are no hiccups in their giving process! This takes much more time and dedication to details, and if you don’t follow up with speed and precision, you won’t move this type of gift conversation forward.
If you suffer from writer’s block or are worried that your written communication will imply you are offering tax, legal, or investment advice, we have developed a tool ideal for you!
Read this article to learn more about the proper elements of a follow-up letter to your protective donors.
$99/year
Who is this app for?
Legal counsel, Fundraising Leadership, and Gift Planners
App Updates
Version 1.0. This is the initial version of the application
Languages
English
Created By
Planned Giving Interactive
Planned Giving Interactive (PGI) is the technology leader in Planned Giving software and services. We provide our members with an industry-leading, extensive suite of document drafting software to automate donor compliance-related documents. Our research tools help charities research complex gift donations. Our team memberships provide an effective, affordable, and scalable path to technical research, donor presentation, and document generation tools along with continued professional learning opportunities.
Email: dana@estategiftplanning.com