Serve by Commuicating
Giving is on many people’s minds this time of year, and especially today. Giving Tuesday was created in 2012 as a simple idea: a day that encourages people to do good.
This is the time of year when it is becoming clear to the donor what the total income will be for the year.
They may also be calculating their tax liability.
This means they are also considering new and additional charitable giving that can help them offset their tax liability.
It is often assumed that their advisor is helping them think about this and providing solutions.
However, most advisors serve too many clients to be proactive with their clients.
The development professional can serve a unique role of helping donors by encouraging them to:
- Think proactively.
- Consider giving more to offset income.
- Look into giving stock gains instead of cash.
- and by sharing charity needs and giving opportunities like campaign goals and matching gift challenges.
When you communicate with your donors by phone, email, newsletter, and mail you are serving your donors.
You are helping them with something they are most likely already thinking about.
Don’t hold back.
Serve. In so doing you will most likely be served as well!
“Purpose in life is not to be served but to serve.”
– Matthew 20:28, 1st century tax collector