Data assessments are an incredibly powerful tool to uncover the tremendous planned giving value that is hidden in your donor database.
A hybrid position will always hurt either major gifts or planned giving, or both. Proper stewardship depends on separation of the functions.
Learn how to handle and approach a hybrid major gifts and planned giving position.
Planned giving isn’t a luxury. Here are four steps to get you started right now.
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.