What Planned Giving Needs to Know about Major Gifts
Planned giving officers need to be concerned with current as well as future giving, in order to work well with their major giving colleagues.
Planned giving officers need to be concerned with current as well as future giving, in order to work well with their major giving colleagues.
In order to work together major gifts staff needs to know some things about planned giving.
It’s very important to make sure you properly evaluate the productivity and performance of each planned giving officer using clear metrics.
Who gets credit for a planned gift, when two staff members are involved?
The three legs of a mature and productive planned giving program are lead generation, fundraising and stewardship. How are you staffing them?
Here’s “what needs to be done” on financial planning/charitable giving for the end of the year.