Why Asking Boldly Hardly Ever Happens

Why Asking Boldly Hardly Ever Happens

The donor is giving $5,000 a year. She has the capacity to easily give $250,000, has the inclination, and has an expressed desire to connect more deeply with the organization. But the frontline fundraiser does not ask for more. Why? He is afraid it might offend her...
Getting Over The “Ick” Factor in Planned Giving Conversations

Getting Over The “Ick” Factor in Planned Giving Conversations

If you are newer to the world of planned giving, or perhaps you’re an MGO or MLO being asked to have planned gift conversations with your donors, you may be experiencing what I call “The Ick Factor.” The first time you learn about some of the strategies used in...