Conclusion & Resources

Like all other areas of development, success in planned giving requires the ability to develop meaningful relationships with your library’s users and current donors. Understanding your donors’ motivations and objectives, which is accomplished primarily through personal contacts and steady relationship building, is far more important than understanding the technical nuances of planned giving. Begin to develop relationships with your top prospects, learn the gift planning basics, and recognize that most planned gifts require the efforts of a team of individuals who understand their roles and those of the other parties involved. Success will follow.


7. An Attitude of Gratitude: Acknowledgement and Stewardship

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