When You Can't Take Your Donor to Lunch

The Covid pandemic has thrown a curve ball to many core functions of philanthropy, including the traditional ways we connect with planned giving donors and prospects. Until recently, in-person legacy society events created a reliable platform for stewarding legacy donors, soliciting new planned gifts, and cultivating new prospects. Face-to-face meetings also played an important role in these efforts. But, even if there is a vaccine by the time of this session, ongoing uncertainty about health, crowds, and travel may require us to develop alternatives to face-to-face events and visits for a while.