Why this System Works
The Donor Strategy Breakthrough System works because it teaches fundraisers how to move beyond a donor connection based on gift transactions and build a trusted and meaningful relationship based on helping donors discover and achieve their personal philanthropy goals.
According to a 2008 research report (The Stelter Company and Selzer & Company), a minority of bequest givers (36%) has alerted nonprofits of their gifts – and some 80% of those donors say the details of their wills are their own business and no one else needs to know.
During her 26 years with The Nature Conservancy, Dana assisted hundreds of individuals and families in crafting and carrying out their own philanthropy plans, helping them to become effective and satisfied philanthropists.
The Bequest Survey Call Makes a Difference
Donors who discussed bequests with a caller were 20 times more likely to make an in-will bequest than those who did not have a personal conversation.
Bequest Survey engagement with World Wildlife Fund
Major Donor Survey Conversations
Our Donor Relationship Managers use a thoughtful conversation to discover how your donors are feeling about their philanthropy, their family circumstances, and their finances.
Bequest Survey Outcomes
Our Bequest Survey Program helps organizations create an actionable list of prospects with demonstrated interest. These qualified bequest leads then can be contacted by your fundraisers on a schedule that fits the time and staff resources available for further cultivation and closing.
A Recognized Expert
Jay Steenhuysen has been cited by Worth magazine as one of the nation’s top resources for high net worth families seeking assistance with philanthropy.
Foundation Opportunity Review
You can and should be proud of your foundation’s accomplishments. But do you ever wonder if its focus has unintentionally shifted? Has the passion that once fueled the foundation cooled? Has your connection with the foundation become more of an obligation than a joy?
A Foundation Opportunity Review can build or restore your confidence in the family foundation – in its mission, staff, charitable recipients, and even the way you measure success.
In addition to consulting services, Steenhuysen Associates offers customized training that prepares fundraisers to explore the idea of non-cash gifts with high net worth donors, and to guide the conversation about philanthropy and legacy.
The Right Conversation at the Right Time
“I was able to structure the conversation at the donor’s level. Strategic Gifts Training gave me the perfect frame of reference to meet the donor at his true capacity level for a seven figure gift.”
Fundraiser for national conservation organization
The Strategic Gifts System Training Topics
- Introduction to Strategic Gifts
- The Donor’s Financial Context
- Assets, Ownership & Trusts
- Lumpy Income and Monetization Events
- Charitable Vehicles and Gift Opportunities
- No Brain Exercises – high-energy, group exercises/role play that helps participants develop comfortable and consistent “sound bites” for donor conversations
- Storytelling – to change behavior and improve performance
Bio & Photo
- Photo for Web Use
- Photo for Print Use