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The Problem with Planned Giving Reporting

The Problem with Planned Giving Reporting

by Richard Perry and Jeff Schreifels | Apr 5, 2021 | attribution, Credit, PGOs | Accountability, Management, Planned giving

It’s very important to make sure you properly evaluate the productivity and performance of each planned giving officer using clear metrics.

Need Cash Now? Start a Planned Giving Program

Need Cash Now? Start a Planned Giving Program

by Richard Perry and Jeff Schreifels | Sep 14, 2020 | Investment, PGOs, Revenue | Economics, Planned giving, Return on Investment

If you want to increase revenue, it’s clear that a planned giving program will boost donated revenue right now, not just later.

Why You Have to Qualify a Planned Giving Lead

Why You Have to Qualify a Planned Giving Lead

by Richard Perry and Jeff Schreifels | Jan 29, 2020 | Estate Giving, Leads, PGOs, Planned Gift | Planned giving, Qualifying

Your planned giving officer can’t speak to every lead, so they’ll need help qualifying donors first.

What’s Wrong with Planned Giving – and What to Do About It

What’s Wrong with Planned Giving – and What to Do About It

by Richard Perry and Jeff Schreifels | Jan 20, 2020 | goals and plans, PGOs, staff | Management, Planned giving, Structure

Misconceptions about planned giving keep non-profits from realizing all the planned giving revenue they could benefit from.

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