A lot of fundraisers feel some anxiety around planned giving conversations. Here’s how to approach them in a way that honors your donor.
Should you have a legacy society as part of your planned giving program?
A hybrid position will always hurt either major gifts or planned giving, or both. Proper stewardship depends on separation of the functions.
Learn how to handle and approach a hybrid major gifts and planned giving position.
Planned giving isn’t a luxury. Here are four steps to get you started right now.
Even when a donor is no longer able to give, you should honor their lifetime’s commitment to your organization.