1 Acknowledge and thank them

The first step is to acknowledge and thank the donors for their generous and visionary gift. Send them a personalized letter, call them, or invite them to a special event. Express your gratitude and appreciation for their support and commitment. Let them know how their gift will make a difference for your cause and beneficiaries.

2 Educate and inform them

The next step is to educate and inform the donors about your non-profit's programs, activities, and impact. Send them regular updates, newsletters, reports, or stories that showcase your achievements and challenges. Invite them to webinars, workshops, or tours that highlight your work and demonstrate your expertise. Share your vision, goals, and plans for the future and how their gift will help you achieve them.

3 Involve and engage them

The third step is to involve and engage the donors in your non-profit's community and culture. Ask them for their feedback, input, or advice on your strategies, policies, or initiatives. Invite them to join your board, committees, or advisory groups. Connect them with other donors, staff, volunteers, or beneficiaries who share their interests and values. Encourage them to participate in your events, campaigns, or advocacy efforts.

4 Recognize and celebrate them

The fourth step is to recognize and celebrate the donors for their loyalty and generosity. Feature them in your publications, website, or social media. Nominate them for awards, honors, or recognition programs. Invite them to exclusive or VIP events, such as galas, receptions, or dinners. Send them personalized gifts, cards, or certificates. Celebrate their milestones, such as birthdays, anniversaries, or retirements.

5 Solicit and steward them

The final step is to solicit and steward the donors for additional or ongoing support. Review their giving history, preferences, and capacity. Identify opportunities to upgrade, renew, or diversify their gifts. Ask them to consider making another CRT, a bequest, a gift annuity, or a donor-advised fund. Provide them with information, resources, and guidance on how to make these gifts. Thank them again and report on the impact of their gifts.

By following these steps, you can engage donors who have given through a CRT and build a lasting and meaningful relationship with them. You can show them that they are valued and respected partners in your non-profit's mission and vision. You can also inspire them to continue supporting your non-profit in various ways and increase your chances of receiving more planned gifts in the future.

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?