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