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Does Your Non-Profit Offer Charitable Gift Annuities? 3 Things to Do Now

Does Your Non-Profit Offer Charitable Gift Annuities? 3 Things to Do Now

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.

How to Approach Donor Stewardship in Planned Giving: New Podcast Episode

How to Approach Donor Stewardship in Planned Giving: New Podcast Episode

by Richard Perry and Jeff Schreifels | Jun 3, 2022 | Legacy Society, Planned Gift, Planned Giving, Reporting Back, Stewardship | Donor-Centered, Planned giving, Reporting Back, Stewardship

On this podcast episode, Jeff, Richard, and Bob have a conversation about best practices for donor stewardship in planned giving.

New Podcast Episode: Do You Need a Legacy Society?

New Podcast Episode: Do You Need a Legacy Society?

by Richard Perry and Jeff Schreifels | Mar 7, 2022 | Donor management, Legacy Society | Fundraising, Planned giving

Have you ever wondered if you need a legacy society? In this podcast episode, Robert Shafis, our Director of Planned Giving Services, shares his thoughts.

Stop Putting Off Planned Giving

Stop Putting Off Planned Giving

by Richard Perry and Jeff Schreifels | Feb 21, 2022 | fundraising strategy, Long-term planning, Planned Gifts | Management, Planned giving, Return on Investment

Planned giving is a long-term strategy. Don’t fall into the trap of being short-sighted; start creating a sustaining fundraising program.

How To Get Buy-in for Planned Giving In Your Organization

How To Get Buy-in for Planned Giving In Your Organization

by Richard Perry and Jeff Schreifels | Dec 1, 2021 | Analysis, estate planning, Patience | Economics, Planned giving, Return on Investment

Start taking steps now to develop the buy-in you need to create a successful planned giving program.

Should You Have a Legacy Society?

Should You Have a Legacy Society?

by Richard Perry and Jeff Schreifels | Nov 29, 2021 | Legacy, Legacy Society, Planned Gifts | Planned giving, Stewardship

Should you have a legacy society as part of your planned giving program?

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