Fifth Deadly Sin of Planned Giving: Marketing from a Distance
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
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
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
Do you know how effective your planned giving lead generation is, along with your follow-up?
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Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
