The Challenge
As a small shop, creating a pipeline of planned giving donors can be a daunting task. PBS KVIE partnered with Catapult to identify and cultivate new planned giving donors, strengthen relationships with existing donors, and secure planned gifts.
Catapult's Solution
Catapult created a customized, highly personalized planned giving outreach program that helped cast a wider net in an effective way. The outreach process ran in three steps:
- Database review and loyal donor prospect selection
- Thank-you and planned giving identification call
- Educational call and gift commitment discussion with Catapult's planned giving consultants
The Impact
The program delivered on three fronts.
Steward current donors. Loyal donors received the time, attention, and gratitude they deserved for their years of support and commitment.
Secure planned gifts. Catapult's planned giving consultants helped uncover and close commitments that may have previously been unknown to the organization, while ensuring gifts were properly recognized and stewarded.
Create a pipeline for future planned gifts. The outreach program identified donors who expressed interest in making a planned gift but required further nurturing before becoming committed planned giving donors.
The Results
- $4,620,000 in closed planned gifts
- 63 planned gifts secured
- 106 donors added to the planned giving pipeline
KVIE Speaks Out
“Legacy Call was a game-changer for us. We are a small shop and needed help connecting with potential and existing planned giving donors. Thanks to Legacy Call, we reached a wider audience of potential donors. The response was incredible. Not only did we secure several new planned gifts, but we also identified a pool of prospective donors.”
Colleen Schulman, CFRE, CSPG, Chief Philanthropy Officer, PBS KVIE
Conclusion
Catapult partners with nonprofit organizations to create customized and highly personalized planned giving outreach programs that help cast a wider net in an effective way. For PBS KVIE, that meant closed gifts today and a pipeline of prospective legacy donors to work tomorrow.
