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How to Approach Donor Stewardship in Planned Giving: New Podcast Episode

How to Approach Donor Stewardship in Planned Giving: New Podcast Episode

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

On this podcast episode, Jeff, Richard, and Bob have a conversation about best practices for donor stewardship in planned giving.

New Podcast Episode: Do You Need a Legacy Society?

New Podcast Episode: Do You Need a Legacy Society?

by Richard Perry and Jeff Schreifels | Mar 7, 2022 | Donor management, Legacy Society | Fundraising, Planned giving

Have you ever wondered if you need a legacy society? In this podcast episode, Robert Shafis, our Director of Planned Giving Services, shares his thoughts.

Should You Have a Legacy Society?

Should You Have a Legacy Society?

by Richard Perry and Jeff Schreifels | Nov 29, 2021 | Legacy, Legacy Society, Planned Gifts | Planned giving, Stewardship

Should you have a legacy society as part of your planned giving program?

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

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    • Major Gift Programs: Planning, Development & Management
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    • Planned Giving Management and Consulting

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