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Are Online Will Services Safe and Effective?

Are Online Will Services Safe and Effective?

by Robert Shafis | Jul 8, 2022 | Bequests, Estate Giving, Planned Gifts, Planned Giving | Giving, Non-Profits, Planned giving

If your organization uses online will or estate planning services with your donors, make sure you’ve considered these potential concerns.

Why You Have to Qualify a Planned Giving Lead

Why You Have to Qualify a Planned Giving Lead

by Richard Perry and Jeff Schreifels | Jan 29, 2020 | Estate Giving, Leads, PGOs, Planned Gift | Planned giving, Qualifying

Your planned giving officer can’t speak to every lead, so they’ll need help qualifying donors first.

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TOP RATED PODCAST

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

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