I prioritize personalized engagement by understanding donors' passions and aligning them with organizational goals. Regular communication, such as tailored updates and invitations to exclusive events, builds trust. I also leverage data analytics to identify giving patterns and tailor outreach. By fostering genuine connections and demonstrating impact, I’ve successfully secured significant contributions and long-term commitments from major donors.

I start by assessing the organization’s capacity and donor base to identify potential planned giving prospects. Collaborating with legal and financial experts, I develop clear, donor-friendly materials explaining options like bequests and trusts. I also train staff and board members to advocate for planned giving. By integrating planned giving into broader fundraising strategies and nurturing relationships, I ensure sustainable support for the organization’s future.

In a previous role, I led a $5M campaign for a capital project. I identified key prospects, crafted compelling narratives, and engaged donors through personalized meetings and site visits. By aligning donor interests with project goals, I secured a $1M lead gift, which inspired others to contribute. Transparent communication and regular updates on progress ensured donor confidence, resulting in the campaign exceeding its target within 18 months.

Success is measured through both quantitative and qualitative metrics. Quantitatively, I track metrics like total dollars raised, number of major gifts, and growth in planned giving commitments. Qualitatively, I assess donor satisfaction, engagement levels, and the strength of relationships. Regular evaluations and feedback loops help refine strategies, ensuring the program meets both donor expectations and organizational needs effectively.

I listen actively to understand concerns, whether financial, emotional, or related to the organization’s impact. Addressing objections with empathy and data, I provide tailored solutions, such as phased giving or restricted funds. Building trust through transparency and demonstrating the tangible impact of their gift often alleviates hesitations, fostering a positive donor experience and securing their commitment.