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Can One Person Handle Planned Giving and Major Gifts?

Can One Person Handle Planned Giving and Major Gifts?

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.

Planned Giving Should Not Be A Luxury or Add-On

Planned Giving Should Not Be A Luxury or Add-On

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.

Review Your Goals and Reassess: #1 of Six Actions for Summer Impact

Review Your Goals and Reassess: #1 of Six Actions for Summer Impact

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.

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Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.

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