Prisma Health Upstate
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.