by Robert Shafis | Apr 21, 2023 | Assessments, Commitment, Donor Database, Planned Giving, Qualifying Donors | Data, Database, Planned giving, Qualifying, Stewardship
Data assessments are an incredibly powerful tool to uncover the tremendous planned giving value that is hidden in your donor database.
by Robert Shafis | Mar 22, 2023 | Asking, Donor Conversations, Donor Relations, Philanthropy, Planned Giving, Planned Giving Officer | Asking, Communication, Cultivation, Curiousity, Donor Conversation, Permission-Based Asking, Philanthropy, Planned giving
There’s a lot of fear around asking donors about planned gifts, but there doesn’t have to be. Here’s how to get the conversation started.
by Robert Shafis | Oct 7, 2022 | Planned Giving, Year-end Giving, Year-end Planning | Fundraising, Giving, Planned giving
To help your donors plan for year-end giving, here are six factors you may want to discuss with donors who are considering a year-end gift.
by Robert Shafis | Jul 8, 2022 | Bequests, Estate Giving, Planned Gifts, Planned Giving | Giving, Non-Profits, Planned giving
If your organization uses online will or estate planning services with your donors, make sure you’ve considered these potential concerns.
by Robert Shafis | Jun 17, 2022 | Finance, Nonprofit management, Planned Giving | Economics, Finance, Non-Profits, Planned giving
If you offer charitable gift annuities, here’s how the increased rate could impact your charity, along with other economic factors in 2022.