Third Deadly Sin of Planned Giving: Overloading Caseloads
Third in a series: The Seven Deadly Sins of Planned Giving If there’s one thing we see in common in Planned Giving and Major Gift portfolios across a wide swath of non-profit organizations, it’s that PGOs and MGOs have way too many donors in them. For major gifts,...
How to Talk to Donors in These Times
I think the number one question we get these days at Veritus is, “how should I talk to my donors during this pandemic?” It’s understandable. It may feel awkward to reach out to donors when we’re all dealing with an international crisis and it feels like we’re just...
What If Donors Stop Giving?
Any time there’s a crisis of any kind, most non-profit leaders immediately worry that revenue will go down, especially now. We know that eventually we’ll get through the COVID-19 crisis –but right now in the middle of it, because this is such an unprecedented event,...
What If My Older Donor Stops Giving, but They Tell Us They’ve Made a Planned Gift?
Third in a Six-Part Series: What Should I Do If…? It’s amazing to us how many organizations stop cultivating and stewarding planned giving donors after the donor stops giving cash gifts. The thinking is, “Okay, we’re locked in with an estate gift, and they aren’t...
What Are You Doing with This Ultimate Act of Love?
Here’s a shocking statistic. When I heard it, I was dumbfounded. According to Dr. Russell James, 50% of donors who make a charitable bequest to a non-profit will rescind the bequest before they die. Think about that for a minute. All the hard work you and your...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
