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Robert Shafis

Bob Shafis is the Director of Planned Giving Services at Veritus Group. He has been a successful fundraiser, speaker, and attorney for over 30 years, and programs under his direction have accounted for over $750 Million in major and planned gifts. As Director of Major Gift Planning at Chicago’s Museum of Science and Industry, and Director of Major and Planned Giving for The Field Museum, he participated in campaigns of over $200 Million each. Bob is a board member of the National Association of Charitable Gift Planners and speaks to national and local groups about planned giving, estate planning, charitable tax issues, and the process of fundraising.

Find the Planned Gifts Buried in Your Database: How to discover millions of dollars in gifts you didn’t know were there

4 min read

Find the Planned Gifts Buried in Your Database: How to discover millions of dollars in gifts you didn’t know were there

If you have a data set of 10,000 donors who have been giving for at least ten years and have made a gift within the past three years, I’d bet you have about 67-81 donors (with an average of 74) with a planned giving value of between $2.9-5.2 million!

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Why Your Donor Doesn’t Talk About Their End-of-Life Charitable Plans

4 min read

Why Your Donor Doesn’t Talk About Their End-of-Life Charitable Plans

“How many of your donors have made a planned gift?” A question like this, or really anything related to “planned giving,” strikes terror into your heart and the hearts of every other fundraiser I...

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