
The Problem with Planned Giving Reporting
It’s very important to make sure you properly evaluate the productivity and performance of each planned giving officer using clear metrics.
It’s very important to make sure you properly evaluate the productivity and performance of each planned giving officer using clear metrics.
If you want to increase revenue, it’s clear that a planned giving program will boost donated revenue right now, not just later.
Your planned giving officer can’t speak to every lead, so they’ll need help qualifying donors first.
Misconceptions about planned giving keep non-profits from realizing all the planned giving revenue they could benefit from.