Why Strategic Stewardship Partners

What is a Virtual Planned Giving Department

Strategic Stewardship Partners will be your ministries virtual planned giving department. We are a low cost, easy to implement solution to your needs as a faith based non-profit to raise funds for your mission. As your virtual planned giving department our focus is to help deliver the importance of stewardship, generosity and the joy of living generously. Communicating your ministries goals and mission will help develop passionate partners. Strategic Stewardship Partners provides tools and resources to help engage your partners in the process of planned giving, we train ministry leaders on how to build relationship with donors to move them to passionate partners, and we work directly with your partners to develop a Strategic Stewardship Plan that will maximize their Kingdom impact.  

Training and Education for Ministry Leaders

Most Leaders of faith based non-profits have had little or no training on how to communicate and engage their partners in the conversation of planned giving.  Strategic Stewardship Partners focuses on this core challenge by equipping leaders with necessary information to build their confidence and the competence in charitable gift planning that will in turn help them initiate planned giving conversations and lead these conversation to a completed gift. While we don’t need to make leaders experts in planned giving tools and techniques, having a general awareness and being able to recognize when a situation warrants additional follow up can be critical to your ministries success. Strategic Stewardship Partners will train you on the basics of planning giving and charitable giving strategies. Another focus; many leaders do not have a complete and comprehensive perspective on what scriptures teach about money, wealth, possessions, giving and generosity. Strategic Stewardship Partners does comprehensive and complete training on the biblical basis for engaging with partners. We challenge leaders to explore their God-Give Talents and take the lead in showing their donors how to preserve, protect and pass on their values, purpose, and impact. An organization leader can be a change agent that empowers and inspires people to build a legacy. 

How to talk about Giving

Nonprofit communications is so often driven by fundraising appeals, events marketing and other "help us now" messaging. But without content that truly engages your supporters' hearts and minds and that taps into their values and their own wants and needs, you risk boring them, alienating them, and losing them altogether. Strategic Stewardship Partners will show you techniques for engagement that attracts, inspires, excites, and serves your supporters, strengthening their bonds with your nonprofit. Understanding people of high capacity and what motivates them is critical to developing a healthy long term relationship with them.  When talking about giving it’s important to remember people of wealth have needs just like you and I. Some are similar to ours, but they have some unique challenges that we don’t have. Strategic Stewardship Partners will bring you awareness to many of those unique challenges and how certain giving options can bring value to your donors.  Strategic Stewardship Partners will act as a consultant to help your donors make the largest gift possible that will be both beneficial to you and them. By partnering with us you can obtain help without forfeiting your very important personal relationships with your donors. 

Planned Giving Partner

Do you want Donors: people who give; or Partners: people who give to take part in an undertaking? Strategic Stewardship Partners helps you move a donor to strategic stewardship which is critical to making them a Partner. Donors have a basis for becoming Partners if they are able to agree on a purpose, a task, a project, or a desired outcome which meets their interests and can be achieved better, faster, or more efficiently if they unite their efforts. Strategic Stewardship Partners will help you do this and result in a new all-time high planned giving levels. The power of the Master Strategic Stewardship planning will generate multiples of your partners giving. We help you understanding the difference in Transactional Giving versus Strategic Stewardship, which is the important first step in becoming a Partner.  We will show you how to introduce a Partner to the Strategic Stewardship process and how growing engagement through involvement with your Partners can foster a positive giving experience. 

Better Giving Strategies

While strategic face-to-face visits are essential to increase planned gifts and continuing success, Strategic Stewardship Partners helps open the doors to these conversations. We turn “transactional giving” into “strategic stewardship.” When you partner with us, Strategic Stewardship Partners will tackle the most creative and complex planning strategies available. Including, but not limited to, timely options for funding education and retirement, the lead trust, charitable estate planning models, family corporations, gifts of IRAs and pension plans, unitrusts with insurance replacement, Charitable Gift Annuities, zero-tax options and more. Late breaking news items and their impact on planned giving are also examined in every case. Strategic Stewardship Partners will provide you tools such as calculators that allow your donors/Partners to see how a gift will look in their estate plan, flowcharts that have been the starting point for many donors who wanted to turn their ordinary estate into an extraordinarily legacy, and much more. 

Affective Marketing

Are you marketing planned gifts in all of the right places? How do your donors like to receive information from you? Multichannel marketing is the best way to optimize your planned gifts marketing and close more gifts. When marketing the idea of Strategic Stewardship, it's essential to have multiple ways to connect with prospective donors and share the information needed to advance the conversation.  Strategic Stewardship Partner’s guidance will empower you with great resources: website and e-newsletter, social media posts, eBrochures, presentations, educational webinars, desktop printing, wills guide and more! By using affective marketing, you will better identify prospective donors and build better, longer lasting relationships with your Partners.  Work with us and walk away with resources, fresh ideas, tools to engage donors and create a culture where you and your Partners can experience the joy of living generously.