by Richard Perry and Jeff Schreifels | Jun 19, 2020 | Collateral, Lead generation, Marketing, PGO | Planned giving
Fifth in a series: The Seven Deadly Sins of Planned Giving Does your organization have stacks of outdated planned giving brochures gathering dust in a closet somewhere? If so, your organization isn’t alone. Our fifth sin, “marketing from a distance” means you’re...
by Richard Perry and Jeff Schreifels | Jun 12, 2020 | Lead generation, PGO, Planned Giving Associate | Planned giving
Second in a series: The Seven Deadly Sins of Planned Giving Our Director of Planned Giving, Robert Shafis, really gets worked up when I ask him about how effective non-profits are in generating – and then actually following up on – planned giving leads. You see, Bob...
by Richard Perry and Jeff Schreifels | Jan 27, 2020 | Lead generation, Qualifying PGOs, staffing | Management, Planned giving, Qualifying
“We have so many planned giving leads – there’s no way I can get to them all.” This is an actual quote from one of many planned giving officers all over the country who are struggling to qualify leads after sending out some kind of lead generation device. This is...