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Fifth Deadly Sin of Planned Giving: Marketing from a Distance

Fifth Deadly Sin of Planned Giving: Marketing from a Distance

by Richard Perry and Jeff Schreifels | Jun 19, 2020 | Collateral, Lead generation, Marketing, PGO | Planned giving

Bringing in new leads and leading those donors to making a plan gift needs to be strategic, intentional and personal. Here’s how we break it down:

Fourth Deadly Sin of Planned Giving: No Plan for Every Donor

Fourth Deadly Sin of Planned Giving: No Plan for Every Donor

by Richard Perry and Jeff Schreifels | Jun 17, 2020 | PGO, Plan for every donor | Planned giving, Strategic Plans, Structure

Every successful Planned Giving Officer has a strategic plan in place for each donor, designed to build trust between the donor and the organization.

Third Deadly Sin of Planned Giving: Overloading Caseloads

Third Deadly Sin of Planned Giving: Overloading Caseloads

by Richard Perry and Jeff Schreifels | Jun 15, 2020 | PGO, Planned Giving Associate | Planned giving, Stewardship

A Planned Giving Officer’s work is to build relationships with donors through meaningful connections. You can’t do that with a portfolio full of donors who really just need thoughtful stewardship.

Second Deadly Sin of Planned Giving: Ineffective Lead Generation

Second Deadly Sin of Planned Giving: Ineffective Lead Generation

by Richard Perry and Jeff Schreifels | Jun 12, 2020 | Lead generation, PGO, Planned Giving Associate | Planned giving

Do you know how effective your planned giving lead generation is, along with your follow-up?

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