Many of your donors are slowing down and spending time at home. Family, financial and legacy priorities are likely at the forefront of their thoughts. This is the perfect time for our planning process! Many will welcome the opportunity to focus on a “distraction” during this time of uncertainty.
If you haven’t already, we encourage you to visit with your associate to determine a strategy to continue planning with those currently in the process. As you reach out to check on how your donors are doing amidst everything, this is an opportunity to invite others to participate. While in-person meetings may not be feasible temporarily, we are prepared to conduct virtual meetings via video-conferencing software or by phone.
You play an extremely important role in your organization and for the constituents you serve. Stay strong and focused! Please do not hesitate to let us know if there is anything we can do to help you.
We pray you, your colleagues and families stay healthy!