Your Linear Donor Plan Should Be Dynamic
If you think linearly with your caseload donor and the plan you have for her, you’ll miss a lot of opportunity for engagement.
Are You Ready?
By having a solid plan for the 4th quarter, you’ll be free to be creative and you’ll know exactly what you should do with your donors.
Sixth Deadly Sin of Planned Giving: No Plan for Stewardship
Without a stewardship plan, you could lose over half of the revenue that you’re currently expecting from planned gifts.
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.
Do You Want to Go Back to the Way It Used to Be?
When this crisis eases, let’s not go back to trying to meet a monthly metric. Let’s focus on meaningful connections that build relationships, instead.
Do You Have the Right Moves?
Having the right moves is so critical to success in major gifts. We know this! But, too often, we just put our hands out and go for the money.
TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
