Finding Good Planned Giving Leads

Over the last year, we’ve been talking a lot about how to create, build, and manage a great planned giving program. Now, you can have your program all set-up, but if you don’t have a continuous stream of quality leads coming in, what good is it?

In today’s episode, our Director of Planned Giving Services, Robert Shafis joins Jeff to talk about how you can be more effective in generating quality planned giving leads, what the latest strategies are, and what to do with all those new leads, whether you’re a small, medium, or large organization. Lead generation is changing. In today’s episode, learn what’s working and how an effective lead generation strategy will grow your planned giving program exponentially.