Should You Have a Legacy Society?
Should you have a legacy society? Yes, you should. We are big fans of legacy societies because a legacy society delivers solid content and direction on the three pillars of a good planned giving program: Effective lead generation. Good solicitation practices....
Is Your Hybrid Major Gifts/Planned Giving Position Doing More Harm Than Good?
You cannot imagine the times Jeff and I have found, at organizations large and small, that there is just one person who handles planned giving AND major gifts for the organization. This happens a lot in smaller organizations where the labor economics are driving the...
Can One Person Handle Planned Giving and Major Gifts?
You cannot imagine the times Jeff and I have found, at organizations large and small, that there is just one person who handles planned giving AND major gifts for the organization. This happens a lot in smaller organizations where the labor economics are driving the...
Planned Giving Should Not Be A Luxury or Add-On
Did you get your share of the $41 billion dollars in the United States that donors willed to their favorite charities in 2020? If not, you’re likely one of those managers and leaders who think that investing in planned giving is a luxury – something you do IF there...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
