Are Online Will Services Safe and Effective?
Online will and estate planning services are used by many non-profit organizations, with varying results. I thought it might be interesting to review some of the good points and bad points inherent in them. As always, it’s a battle to balance each of the points and...
Why You Have to Qualify a Planned Giving Lead
In my last post, I wrote about how important it was to follow up on a planned giving lead and to allocate the necessary resources it takes to go through them. The whole point of “lead generation” for planned giving is to help awaken your donor base to the fact that if...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
