Bequest Qualification
Covenant Calls will identify your donors who are receptive to estate planning, including assessing where they are in the process, discerning their interest in a bequest gift to your organization, and moving them along the continuum from interest to commitment.
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Charitable Gift Annuity Qualification
Charitable gift annuities help donors feel good about what they’re doing for themselves and for a favorite charity. Covenant Calls connects you with donors who have a demonstrated interest in this mutually beneficial financial instrument.
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Bequest Solicitation & Closing
For organizations challenged with reduced staffing levels, Covenant Calls creates customized programs and dedicates specially-trained Gift Planning Consultants to solicit and close bequest gifts.
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Major Donor Qualification
The most powerful research tool to qualify a donor is a conversation. Our Donor Relationship Managers use a unique communications process to have that conversation – and discover your major donor’s intent and ability to make larger gifts to your organization.
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Our name, Covenant Calls, expresses the significant bond that exists between donor and charity. Their relationship is more than a transaction, more than a contract, more than a partnership. It is a shared trust. Covenant Calls exists to build trust and strengthen that shared commitment.Jay Steenhuysen – Founder, Covenant Calls
Covenant Calls is, by far, the most cost-effective resource we have engaged to support our gift planning strategy.Planned Giving Officer – national animal welfare organization
Experience tells us that qualified bequest donor leads can be identified most efficiently by outsourcing the lead generation and qualification process. This allows your professional gift planning staff to work only with qualified, interested leads.Jay Steenhuysen – Founder, Covenant Calls
Covenant Calls lays the groundwork for the upgrade process, allowing organizations to maximize their investment and return on staff time.Jay Steenhuysen – Founder, Covenant Calls
