by Richard Perry and Jeff Schreifels | Apr 5, 2021 | attribution, Credit, PGOs | Accountability, Management, Planned giving
“I should get credit for that planned giving commitment,” said the Planned Giving Officer (PGO). “No, you shouldn’t,” said the manager. “And here’s why.” And then the discussion, sometimes an argument, starts. It’s a difficult path for any manager, as well as the PGO....
by Richard Perry and Jeff Schreifels | Sep 14, 2020 | Investment, PGOs, Revenue | Economics, Planned giving, Return on Investment
Most non-profit leaders are reluctant to start a planned giving program because they don’t see the immediate value. The thinking is, “Why should I create a program that won’t benefit the organization for another 10-15 years? I mean, I’m not even going to be here that...
by Richard Perry and Jeff Schreifels | Jan 29, 2020 | Estate Giving, Leads, PGOs, Planned Gift | Planned giving, Qualifying
In my last post, I wrote about how important it was to follow up on a planned giving lead and to allocate the necessary resources it takes to go through them. The whole point of “lead generation” for planned giving is to help awaken your donor base to the fact that if...
by Richard Perry and Jeff Schreifels | Jan 20, 2020 | goals and plans, PGOs, staff | Management, Planned giving, Structure
“What we’ll do is hire one person who is an attorney, and they can handle the planned gifts as well as the major gifts.” That’s one of the statements we hear frequently. We object to two things in that statement: Hiring one person to do both functions. You may have to...