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 Richard Perry and Jeff Schreifels | Mar 10, 2023 | Donor Communication, Donor Relations, major gifts, Results, Stewardship | Communication, Major Gift Officers, Meaningful Connections, Relationships, Stewardship, Stress
When met with persistence, frustration from low donor engagement becomes nothing more than a reminder to work your plan. Results will follow.
by Richard Perry and Jeff Schreifels | Mar 8, 2023 | Communication, Giving, major gifts, Stewardship, Strategic Plans, Success | Communication, Giving, Major Gift Officers, Relationships, Reporting Back, Stewardship, Strategic Plans
There are no shortcuts to a transformational gift. But, if you consistently take these two simple steps, you can experience amazing success.
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.
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?
by Richard Perry | Aug 4, 2023 | Assessments, Legacy, Planned Giving Associate, Planned Giving Officer | Major Gifts, Planned giving, Stewardship
A hybrid position will always hurt either major gifts or planned giving, or both. Proper stewardship depends on separation of the functions.