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 | 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.
by Richard Perry and Jeff Schreifels | Sep 10, 2021 | Assessments, Legacy, Planned Giving Associate, Planned Giving Officer | Planned giving
Learn how to handle and approach a hybrid major gifts and planned giving position.
by Richard Perry and Jeff Schreifels | Sep 8, 2021 | Assessments, Bequests, Legacy, Planned Gifts | Planned giving
Planned giving isn’t a luxury. Here are four steps to get you started right now.
by Richard Perry and Jeff Schreifels | Jun 10, 2015 | Assessments, Goals, major gifts | Goal-setting, Management, Strategic Plans, Uncategorized
You are now at the halfway point of the year, and you should have a pretty good idea if you are on track to meet or exceed your donor giving goals.