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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?

Hiring A Planned Giving Officer – Tips and Resources

Hiring A Planned Giving Officer – Tips and Resources

by Richard Perry and Jeff Schreifels | Sep 13, 2021 | Hiring Criteria, Job Descriptions, Planned Giving Officer | Hiring, Planned giving, Uncategorized

Learn how to hire the right Planned Giving Officer for your legacy program.

Can One Person Handle Planned Giving and Major Gifts?

Can One Person Handle Planned Giving and Major Gifts?

by Richard Perry and Jeff Schreifels | Sep 10, 2021 | Assessments, Legacy, Planned Giving Associate, Planned Giving Officer | Planned giving

Learn how to handle and approach a hybrid major gifts and planned giving position.

Planned Giving Should Not Be A Luxury or Add-On

Planned Giving Should Not Be A Luxury or Add-On

by Richard Perry and Jeff Schreifels | Sep 8, 2021 | Assessments, Bequests, Legacy, Planned Gifts | Planned giving

Planned giving isn’t a luxury. Here are four steps to get you started right now.

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