by Richard Perry and Jeff Schreifels | Jun 3, 2022 | Legacy Society, Planned Gift, Planned Giving, Reporting Back, Stewardship | Donor-Centered, Planned giving, Reporting Back, Stewardship
Many non-profits feel that once they’ve secured a planned gift from a donor, their work is done. There may not be any plans for follow-up or intentional cultivation of legacy donors after the gift is committed. Yet, we know that impact reporting is essential to donor...
by Richard Perry and Jeff Schreifels | Mar 7, 2022 | Donor management, Legacy Society | Fundraising, Planned giving
In a recent live call with participants in the Veritus Group Academy, one participant asked, “Do I really need a legacy society?” This is a question we hear a lot from non-profit fundraisers and leaders. That’s why we asked our Director of Planned...
by Richard Perry and Jeff Schreifels | Nov 29, 2021 | Legacy, Legacy Society, Planned Gifts | Planned giving, Stewardship
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....