Prisma Health Upstate

The Goal

Launch a strategic gift planning program focused on the organization’s most loyal donors, including physicians. Offer values-based legacy planning services to donors to help them determine how they will support their heirs’ journeys and institutions most important to them.

The Starting Point

Development program on a healthy upward trajectory with yearly increases of more than 20 percent. A recipient of bequests but frequency was unpredictable, and most legacy donors were unknown to development staff. Leaders made a decision to act.

The Strategy

The Results


Combat the Effects of High Inflation on Donors’ 2023 Giving

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