When Legacy Lead Gen Outstrips Staff Capacity - New (and Old) Strategies to Qualify and Cultivate Handraisers at Scale

Your donor raises their hand in response to your planned giving marketing piece—excellent. But success has created a new challenge: organizations now have - or can potentially generate - more handraisers than they can cultivate and steward effectively. The question is no longer how to generate leads, but how to qualify and cultivate them. This session explores how to pair high-touch methods with data-driven tools to prioritize engagement and inspire legacy commitments. From handwritten notes and concierge calls to AI-driven scoring models and virtual engagement officers, you’ll discover strategies that strengthen relationships, deepen mission connection, and turn interest into impact. This will be a facilitated panel discussion featuring nonprofit representative from one very large and one very small organization who are facing this issue and are meeting the challenge in both old and new ways.